+54.3%
ACR vs VOO
+78.4%
-24.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.3% | -5.7% | -4.4% |
| 7D | -15.1% | +0.1% | -15.2% | -15.0% |
| 30D | +11.5% | -3.3% | +14.8% | +13.3% |
| 3M | -23.0% | -2.4% | -20.6% | -22.1% |
| 6M | -48.5% | +2.6% | -51.1% | -49.3% |
| YTD | -45.4% | +11.3% | -56.7% | -48.8% |
| 1Y | -47.0% | +13.4% | -60.5% | -50.8% |
| 3Y | +54.3% | +80.3% | -26.0% | +13.0% |
| All | +54.3% | +78.4% | -24.1% | +13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling