+70.8%
ACR vs VOO
+79.1%
-8.3%
-42.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.4% |
| 7D | +1.8% | +0.5% | +1.3% | +1.5% |
| 30D | -6.3% | -0.9% | -5.3% | -5.9% |
| 3M | -23.2% | +3.9% | -27.1% | -24.9% |
| 6M | -25.4% | +14.5% | -40.0% | -31.0% |
| YTD | -33.6% | +13.0% | -46.5% | -38.0% |
| 1Y | -32.7% | +19.4% | -52.2% | -39.3% |
| 3Y | +70.8% | +78.9% | -8.0% | +23.1% |
| All | +70.8% | +79.1% | -8.3% | +23.1% |
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