+177.8%
VOO vs ACI
+21.2%
+156.6%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | +0.6% |
| 7D | -0.8% | -3.7% | +3.0% | -0.5% |
| 30D | -1.1% | +0.6% | -1.7% | -1.1% |
| 3M | +3.9% | -20.3% | +24.2% | +5.3% |
| 6M | +13.6% | -24.7% | +38.3% | +15.5% |
| YTD | +12.7% | -27.2% | +39.9% | +14.8% |
| 1Y | +17.6% | -32.7% | +50.3% | +20.5% |
| 3Y | +77.3% | -43.9% | +121.2% | +84.2% |
| 5Y | +84.1% | -38.9% | +123.0% | +88.3% |
| All | +177.8% | +21.2% | +156.6% | +167.5% |
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