+1,914.9%
AAON vs VOO
+812.0%
+1,102.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.6% |
| 7D | +5.5% | +0.5% | +5.0% | +4.9% |
| 30D | -16.2% | -0.9% | -15.2% | -15.2% |
| 3M | -39.8% | +3.9% | -43.7% | -42.1% |
| 6M | -9.8% | +14.5% | -24.4% | -21.9% |
| YTD | +4.5% | +13.0% | -8.5% | -7.9% |
| 1Y | -1.4% | +19.4% | -20.8% | -18.0% |
| 3Y | +22.6% | +78.9% | -56.2% | -33.0% |
| 5Y | +88.2% | +82.3% | +5.9% | -0.4% |
| 10Y | +351.9% | +314.2% | +37.7% | -17.8% |
| All | +1,914.9% | +812.0% | +1,102.9% | +6.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling