-96.4%
ACTU vs VOO
+44.2%
-140.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.3% | -7.0% | -7.1% |
| 7D | -8.3% | +0.1% | -8.4% | -8.0% |
| 30D | -48.6% | -3.3% | -45.3% | -46.6% |
| 3M | -71.6% | -2.4% | -69.2% | -70.8% |
| 6M | -90.5% | +2.6% | -93.1% | -90.8% |
| YTD | -94.9% | +11.3% | -106.2% | -95.4% |
| 1Y | -94.9% | +13.4% | -108.3% | -95.5% |
| All | -96.4% | +44.2% | -140.5% | -97.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling