+227.1%
ACWI vs VOO
+314.4%
-87.3%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | 0.0% |
| 7D | -0.7% | -0.9% | +0.2% | +0.2% |
| 30D | -2.0% | -2.3% | +0.4% | +0.2% |
| 3M | -2.2% | -1.2% | -1.0% | -1.1% |
| 6M | +1.9% | +3.3% | -1.5% | -1.1% |
| YTD | +12.0% | +12.3% | -0.3% | +0.8% |
| 1Y | +12.5% | +12.5% | 0.0% | +1.1% |
| 3Y | +75.4% | +79.2% | -3.8% | +2.6% |
| 5Y | +61.5% | +75.7% | -14.2% | -4.1% |
| 10Y | +227.1% | +313.7% | -86.6% | -12.7% |
| All | +227.1% | +314.4% | -87.3% | -12.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling