+87.4%
ACV vs VOO
+79.1%
+8.2%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.3% |
| 7D | +2.2% | +0.5% | +1.6% | +1.7% |
| 30D | -1.8% | -0.9% | -0.9% | -1.1% |
| 3M | -0.5% | +3.9% | -4.4% | -3.5% |
| 6M | +4.7% | +14.5% | -9.8% | -5.9% |
| YTD | +6.3% | +13.0% | -6.6% | -3.4% |
| 1Y | +23.9% | +19.4% | +4.4% | +7.9% |
| 3Y | +87.4% | +78.9% | +8.5% | +13.4% |
| All | +87.4% | +79.1% | +8.2% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling