+201.6%
ACT vs VOO
+84.8%
+116.8%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.3% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +3.5% | +0.1% | +3.5% | +3.5% |
| 3M | +20.9% | +2.0% | +18.9% | +19.2% |
| 6M | +17.6% | +13.0% | +4.6% | +8.8% |
| YTD | +26.2% | +13.6% | +12.6% | +16.3% |
| 1Y | +31.0% | +20.1% | +10.9% | +16.1% |
| 3Y | +87.8% | +77.6% | +10.2% | +25.7% |
| All | +201.6% | +84.8% | +116.8% | +92.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling