+220.9%
ACV vs VOO
+333.3%
-112.4%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.2% |
| 7D | +1.3% | +3.3% | -1.9% | -1.7% |
| 30D | -6.4% | -2.7% | -3.7% | -4.0% |
| 3M | -15.1% | -1.7% | -13.4% | -13.8% |
| 6M | -12.0% | +3.1% | -15.2% | -14.6% |
| YTD | -6.5% | +11.9% | -18.4% | -16.0% |
| 1Y | -3.1% | +12.1% | -15.2% | -13.1% |
| 3Y | +64.1% | +78.6% | -14.5% | -7.1% |
| 5Y | +22.5% | +73.8% | -51.3% | -28.9% |
| 10Y | +290.5% | +312.3% | -21.8% | +2.3% |
| All | +220.9% | +333.3% | -112.4% | -22.8% |
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 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