+57.5%
ACVU vs VOO
+81.1%
-23.6%
-13.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | 0.0% |
| 7D | -2.3% | -2.0% | -0.3% | -1.0% |
| 30D | -2.4% | -1.7% | -0.8% | -1.4% |
| 3M | +5.4% | +4.7% | +0.6% | +2.2% |
| 6M | +14.2% | +12.6% | +1.6% | +5.6% |
| YTD | +15.6% | +11.8% | +3.8% | +7.4% |
| 1Y | +24.2% | +17.5% | +6.6% | +11.6% |
| All | +57.5% | +81.1% | -23.6% | +5.4% |
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 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