+13.6%
ACTG vs VOO
+75.5%
-61.9%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | -1.8% | -2.7% | +0.9% | +0.2% |
| 30D | -2.5% | -5.4% | +2.8% | +1.7% |
| 3M | -9.0% | -4.1% | -4.9% | -6.2% |
| 6M | -16.2% | +0.7% | -16.9% | -17.1% |
| YTD | +13.6% | +8.7% | +4.9% | +5.3% |
| 1Y | +18.7% | +11.0% | +7.8% | +8.0% |
| 3Y | +13.6% | +75.5% | -61.8% | -31.6% |
| All | +13.6% | +75.5% | -61.9% | -31.6% |
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