-23.5%
AAT vs VOO
+325.3%
-348.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.2% |
| 7D | -2.5% | -0.8% | -1.7% | -1.7% |
| 30D | -3.2% | -1.1% | -2.2% | -2.3% |
| 3M | -10.8% | +3.9% | -14.7% | -14.1% |
| 6M | +17.8% | +13.6% | +4.2% | +4.0% |
| YTD | +19.1% | +12.7% | +6.4% | +5.7% |
| 1Y | +9.9% | +17.6% | -7.7% | -6.5% |
| 3Y | +26.3% | +77.3% | -51.0% | -28.1% |
| 5Y | -25.4% | +84.1% | -109.5% | -59.4% |
| All | -23.5% | +325.3% | -348.8% | -79.5% |
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