-34.9%
AAON vs VOO
+14.7%
-49.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.7% | +1.6% | -17.3% | -19.0% |
| 7D | -23.0% | -0.7% | -22.2% | -21.8% |
| 30D | -30.9% | -1.1% | -29.9% | -29.1% |
| 3M | -39.0% | -0.3% | -38.6% | -38.1% |
| 6M | -36.5% | +7.4% | -43.8% | -43.8% |
| YTD | -23.4% | +13.4% | -36.7% | -38.8% |
| 1Y | -34.9% | +14.8% | -49.7% | -48.7% |
| All | -34.9% | +14.7% | -49.6% | -48.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling