+314.2%
VOO vs ACWI
+226.0%
+88.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.1% |
| 7D | +0.5% | +1.1% | -0.5% | -0.6% |
| 30D | -0.9% | -0.2% | -0.7% | -0.7% |
| 3M | +3.9% | +4.7% | -0.8% | -0.9% |
| 6M | +14.5% | +14.5% | +0.1% | -0.6% |
| YTD | +13.0% | +14.6% | -1.7% | -2.2% |
| 1Y | +19.4% | +21.4% | -2.0% | -2.6% |
| 3Y | +78.9% | +77.6% | +1.3% | -1.6% |
| 5Y | +82.3% | +68.1% | +14.2% | +6.3% |
| 10Y | +314.2% | +226.1% | +88.1% | +24.0% |
| All | +314.2% | +226.0% | +88.2% | +24.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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