+175.9%
VOO vs ACI
+33.9%
+142.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.3% | -1.6% | -0.4% |
| 7D | +3.3% | -0.5% | +3.7% | +3.3% |
| 30D | -2.7% | +4.9% | -7.6% | -3.0% |
| 3M | -1.7% | +11.1% | -12.8% | -2.6% |
| 6M | +3.1% | -14.9% | +18.0% | +3.9% |
| YTD | +11.9% | -19.6% | +31.6% | +13.1% |
| 1Y | +12.1% | -22.7% | +34.8% | +13.6% |
| 3Y | +78.6% | -31.2% | +109.8% | +82.2% |
| 5Y | +73.8% | -42.3% | +116.1% | +77.7% |
| All | +175.9% | +33.9% | +142.0% | +163.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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