+84.6%
AAT vs VOO
+676.5%
-591.9%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.3% |
| 7D | +0.8% | +2.6% | -1.8% | -1.5% |
| 30D | +2.4% | -2.0% | +4.3% | +4.0% |
| 3M | -4.0% | -2.8% | -1.3% | -1.9% |
| 6M | +7.8% | +2.2% | +5.6% | +5.0% |
| YTD | +20.2% | +11.5% | +8.7% | +7.8% |
| 1Y | +20.8% | +13.5% | +7.3% | +6.6% |
| 3Y | +41.3% | +78.1% | -36.8% | -18.5% |
| 5Y | -25.4% | +73.1% | -98.6% | -56.1% |
| 10Y | -17.3% | +310.7% | -328.0% | -77.1% |
| All | +84.6% | +676.5% | -591.9% | -71.8% |
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