+264.5%
ACU vs VOO
+321.7%
-57.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.6% |
| 7D | -2.9% | -2.0% | -0.9% | -2.1% |
| 30D | +7.0% | -1.7% | +8.6% | +7.6% |
| 3M | +37.2% | +4.7% | +32.5% | +34.5% |
| 6M | +43.1% | +12.6% | +30.5% | +36.4% |
| YTD | +53.9% | +11.8% | +42.1% | +47.1% |
| 1Y | +48.9% | +17.5% | +31.4% | +39.6% |
| 3Y | +150.4% | +77.0% | +73.4% | +104.9% |
| 5Y | +67.3% | +82.6% | -15.3% | +34.5% |
| All | +264.5% | +321.7% | -57.2% | +134.0% |
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