+44.1%
AA vs VOO
+311.2%
-267.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -0.9% |
| 7D | +5.3% | +3.3% | +2.0% | +0.3% |
| 30D | -2.3% | -2.7% | +0.4% | +2.2% |
| 3M | -20.8% | -1.7% | -19.1% | -18.5% |
| 6M | -39.8% | +3.1% | -42.9% | -42.3% |
| YTD | -23.3% | +11.9% | -35.2% | -35.4% |
| 1Y | +1.8% | +12.1% | -10.2% | -14.0% |
| 3Y | +69.5% | +78.6% | -9.0% | -27.8% |
| 5Y | -18.0% | +73.8% | -91.8% | -62.5% |
| All | +44.1% | +311.2% | -267.1% | -82.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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