-22.6%
ACR vs VOO
+72.0%
-94.6%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.3% | -5.7% | -4.5% |
| 7D | -15.1% | +0.1% | -15.2% | -15.1% |
| 30D | +11.5% | -3.3% | +14.8% | +13.4% |
| 3M | -23.0% | -2.4% | -20.6% | -22.1% |
| 6M | -48.5% | +2.6% | -51.1% | -49.4% |
| YTD | -45.4% | +11.3% | -56.7% | -48.7% |
| 1Y | -47.0% | +13.4% | -60.5% | -50.8% |
| 3Y | +54.3% | +80.3% | -26.0% | +11.0% |
| 5Y | -22.6% | +72.7% | -95.3% | -45.4% |
| All | -22.6% | +72.0% | -94.6% | -45.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling