-12.1%
ACR vs VOO
+82.3%
-94.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -25.0% |
| 6M | -25.4% | +14.5% | -40.0% | -30.9% |
| YTD | -33.6% | +13.0% | -46.5% | -38.0% |
| 1Y | -32.7% | +19.4% | -52.2% | -39.2% |
| 3Y | +70.8% | +78.9% | -8.0% | +23.9% |
| 5Y | -12.1% | +82.3% | -94.4% | -38.1% |
| All | -12.1% | +82.3% | -94.4% | -38.1% |
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 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