-62.4%
AARD vs VOO
+29.7%
-92.1%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -0.4% | -5.7% | -5.3% |
| 7D | -7.1% | +0.1% | -7.2% | -7.4% |
| 30D | -28.5% | +0.1% | -28.5% | -28.3% |
| 3M | +36.5% | +2.0% | +34.5% | +34.4% |
| 6M | -4.6% | +13.0% | -17.6% | -19.0% |
| YTD | -59.0% | +13.6% | -72.6% | -65.3% |
| 1Y | -36.6% | +20.1% | -56.7% | -49.7% |
| All | -62.4% | +29.7% | -92.1% | -73.6% |
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 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