-65.6%
AARD vs VOO
+28.4%
-94.0%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.5% | -7.2% | -6.8% |
| 7D | -17.3% | -0.4% | -16.9% | -16.7% |
| 30D | -34.9% | -1.4% | -33.5% | -32.8% |
| 3M | +37.4% | +3.7% | +33.7% | +31.7% |
| 6M | -19.2% | +13.0% | -32.2% | -31.0% |
| YTD | -62.5% | +12.4% | -75.0% | -67.6% |
| 1Y | -37.8% | +18.6% | -56.4% | -49.4% |
| All | -65.6% | +28.4% | -94.0% | -75.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling