-96.7%
ACTU vs VOO
+44.5%
-141.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.3% | -3.3% |
| 7D | -13.4% | +2.6% | -15.9% | -15.8% |
| 30D | -34.3% | -2.0% | -32.3% | -32.7% |
| 3M | -70.8% | -2.8% | -68.0% | -69.8% |
| 6M | -90.4% | +2.2% | -92.6% | -90.6% |
| YTD | -95.3% | +11.5% | -106.9% | -95.8% |
| 1Y | -95.2% | +13.5% | -108.6% | -95.7% |
| All | -96.7% | +44.5% | -141.2% | -97.4% |
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