+109.7%
ACU vs VOO
+75.1%
+34.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.6% |
| 7D | -0.8% | -0.9% | +0.1% | -0.4% |
| 30D | +12.3% | -2.3% | +14.7% | +13.4% |
| 3M | +22.7% | -1.2% | +23.9% | +23.2% |
| 6M | +69.7% | +3.3% | +66.4% | +66.8% |
| YTD | +76.5% | +12.3% | +64.2% | +66.9% |
| 1Y | +92.8% | +12.5% | +80.3% | +82.0% |
| 3Y | +136.4% | +79.2% | +57.2% | +90.9% |
| 5Y | +109.7% | +75.7% | +34.0% | +72.6% |
| All | +109.7% | +75.1% | +34.6% | +72.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling