-8.8%
AA vs VOO
+72.8%
-81.6%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -3.9% |
| 7D | +1.2% | -0.6% | +1.8% | +2.3% |
| 30D | -5.0% | -3.6% | -1.4% | +0.9% |
| 3M | -22.2% | -2.7% | -19.5% | -18.7% |
| 6M | -36.3% | +2.2% | -38.6% | -38.2% |
| YTD | -24.2% | +10.9% | -35.1% | -35.5% |
| 1Y | +3.9% | +11.3% | -7.5% | -11.8% |
| 3Y | +67.6% | +76.9% | -9.3% | -28.6% |
| 5Y | -8.8% | +73.5% | -82.3% | -61.1% |
| All | -8.8% | +72.8% | -81.6% | -61.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling