+176.8%
VOO vs ACI
+32.1%
+144.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.4% | +2.6% | +1.4% |
| 7D | -0.9% | -5.3% | +4.4% | -0.5% |
| 30D | -2.3% | +5.0% | -7.4% | -2.7% |
| 3M | -1.2% | +7.5% | -8.7% | -1.8% |
| 6M | +3.3% | -16.0% | +19.4% | +4.3% |
| YTD | +12.3% | -20.6% | +33.0% | +13.6% |
| 1Y | +12.5% | -23.5% | +36.0% | +14.2% |
| 3Y | +79.2% | -32.1% | +111.3% | +83.0% |
| 5Y | +75.7% | -42.5% | +118.2% | +79.7% |
| All | +176.8% | +32.1% | +144.7% | +164.8% |
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