+827.8%
VOO vs ACN
+555.1%
+272.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +1.0% |
| 7D | +0.1% | -1.5% | +1.6% | +0.7% |
| 30D | +0.1% | +9.4% | -9.3% | -4.0% |
| 3M | +2.0% | +5.6% | -3.6% | -2.6% |
| 6M | +13.0% | -9.3% | +22.3% | +14.3% |
| YTD | +13.6% | -29.0% | +42.6% | +27.9% |
| 1Y | +20.1% | -24.7% | +44.7% | +30.3% |
| 3Y | +77.6% | -39.8% | +117.4% | +109.4% |
| 5Y | +82.4% | -40.9% | +123.4% | +112.6% |
| 10Y | +316.8% | +91.1% | +225.7% | +158.8% |
| All | +827.8% | +555.1% | +272.6% | +251.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACN.
Daily Out/Under-Performance
Portfolio return minus ACN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACN 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 all: compounded portfolio wealth divided by compounded ACN 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…
all analysis · Full analysis span regression · 6 months rolling