+67.2%
ACU vs VOO
+81.6%
-14.4%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.6% | +1.4% |
| 7D | -3.1% | -0.4% | -2.7% | -3.0% |
| 30D | +9.3% | -1.4% | +10.7% | +9.9% |
| 3M | +40.9% | +3.7% | +37.2% | +38.3% |
| 6M | +42.7% | +13.0% | +29.7% | +34.7% |
| YTD | +55.1% | +12.4% | +42.7% | +46.7% |
| 1Y | +47.0% | +18.6% | +28.4% | +35.7% |
| 3Y | +152.4% | +78.1% | +74.3% | +104.0% |
| 5Y | +67.2% | +82.3% | -15.1% | +32.8% |
| All | +67.2% | +81.6% | -14.4% | +32.8% |
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