+40.3%
AAT vs VOO
+77.5%
-37.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -0.8% | -0.6% | -0.2% | -0.5% |
| 30D | +0.1% | -3.6% | +3.8% | +2.7% |
| 3M | -2.9% | -2.7% | -0.2% | -1.2% |
| 6M | +5.5% | +2.2% | +3.3% | +3.3% |
| YTD | +19.3% | +10.9% | +8.4% | +9.4% |
| 1Y | +19.8% | +11.3% | +8.5% | +9.5% |
| All | +40.3% | +77.5% | -37.2% | -33.1% |
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