-65.0%
AARD vs VOO
+27.6%
-92.6%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +3.1% |
| 7D | -12.6% | -2.0% | -10.6% | -8.9% |
| 30D | -30.3% | -1.7% | -28.7% | -27.7% |
| 3M | +44.0% | +4.7% | +39.2% | +35.9% |
| 6M | -13.5% | +12.6% | -26.0% | -25.4% |
| YTD | -61.8% | +11.8% | -73.6% | -66.6% |
| 1Y | -37.4% | +17.5% | -54.9% | -48.2% |
| All | -65.0% | +27.6% | -92.6% | -74.6% |
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