-68.8%
ACRS vs VOO
+80.3%
-149.1%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | -7.5% | -2.0% | -5.5% | -5.6% |
| 30D | -7.0% | -1.7% | -5.3% | -5.5% |
| 3M | +34.3% | +4.7% | +29.5% | +28.2% |
| 6M | +50.0% | +12.6% | +37.4% | +34.1% |
| YTD | +82.9% | +11.8% | +71.1% | +63.0% |
| 1Y | +169.9% | +17.5% | +152.3% | +128.4% |
| 3Y | -29.3% | +77.0% | -106.3% | -60.6% |
| 5Y | -68.8% | +82.6% | -151.4% | -83.1% |
| All | -68.8% | +80.3% | -149.1% | -83.1% |
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