+11.7%
AEBI vs VOO
+25.0%
-13.3%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.3% | +0.2% |
| 7D | -3.4% | -0.4% | -3.1% | -2.8% |
| 30D | -2.9% | -1.4% | -1.5% | +0.1% |
| 3M | +1.6% | +3.7% | -2.1% | -6.1% |
| 6M | -8.1% | +13.0% | -21.1% | -29.8% |
| YTD | -1.7% | +12.4% | -14.2% | -23.8% |
| 1Y | +5.9% | +18.6% | -12.7% | -34.7% |
| All | +11.7% | +25.0% | -13.3% | -49.0% |
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