+808.9%
ACU vs VOO
+817.1%
-8.2%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | +13.9% | +0.1% | +13.9% | +13.9% |
| 3M | +43.5% | +2.0% | +41.4% | +42.4% |
| 6M | +44.2% | +13.0% | +31.2% | +38.9% |
| YTD | +58.3% | +13.6% | +44.8% | +52.4% |
| 1Y | +44.2% | +20.1% | +24.2% | +36.5% |
| 3Y | +122.9% | +77.6% | +45.3% | +91.6% |
| 5Y | +69.2% | +82.4% | -13.3% | +43.6% |
| 10Y | +265.1% | +316.8% | -51.8% | +169.5% |
| All | +808.9% | +817.1% | -8.2% | +499.9% |
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