+313.7%
VOO vs ACM
+130.8%
+182.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.5% |
| 7D | -0.9% | +3.0% | -3.9% | -1.9% |
| 30D | -2.3% | +19.7% | -22.0% | -8.4% |
| 3M | -1.2% | +5.3% | -6.5% | -3.6% |
| 6M | +3.3% | -10.8% | +14.1% | +6.1% |
| YTD | +12.3% | -25.1% | +37.4% | +22.0% |
| 1Y | +12.5% | -45.8% | +58.3% | +37.7% |
| 3Y | +79.2% | -9.4% | +88.6% | +77.0% |
| 5Y | +75.7% | +4.8% | +70.9% | +62.6% |
| 10Y | +313.7% | +129.8% | +183.9% | +178.8% |
| All | +313.7% | +130.8% | +182.8% | +178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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