+888.0%
ACU vs VOO
+800.4%
+87.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +0.1% | +2.6% | -2.5% | -0.6% |
| 30D | +11.5% | -2.0% | +13.5% | +12.2% |
| 3M | +12.9% | -2.8% | +15.7% | +13.8% |
| 6M | +69.9% | +2.2% | +67.7% | +68.5% |
| YTD | +72.1% | +11.5% | +60.6% | +66.4% |
| 1Y | +86.8% | +13.5% | +73.3% | +79.7% |
| 3Y | +94.2% | +78.1% | +16.1% | +67.0% |
| 5Y | +107.0% | +73.1% | +33.8% | +78.0% |
| 10Y | +275.0% | +310.7% | -35.7% | +178.1% |
| All | +888.0% | +800.4% | +87.5% | +555.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling