-95.0%
ACTU vs VOO
+12.0%
-107.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -4.8% |
| 7D | -15.1% | -0.6% | -14.6% | -13.7% |
| 30D | -51.3% | -3.6% | -47.7% | -47.7% |
| 3M | -70.9% | -2.7% | -68.2% | -69.4% |
| 6M | -91.0% | +2.2% | -93.2% | -91.7% |
| YTD | -95.1% | +10.9% | -106.0% | -96.4% |
| 1Y | -95.0% | +11.3% | -106.3% | -96.3% |
| All | -95.0% | +12.0% | -107.0% | -96.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling