-6.0%
AEC vs VOO
+77.0%
-83.0%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.0% |
| 7D | -2.1% | -0.4% | -1.7% | -1.7% |
| 30D | -1.6% | -1.4% | -0.3% | +0.3% |
| 3M | +11.6% | +3.7% | +7.9% | +6.7% |
| 6M | -30.7% | +13.0% | -43.7% | -40.0% |
| YTD | -17.5% | +12.4% | -30.0% | -28.0% |
| 1Y | -20.9% | +18.6% | -39.5% | -34.8% |
| All | -6.0% | +77.0% | -83.0% | -38.2% |
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