-56.6%
AEC vs VOO
+81.6%
-138.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.2% | -1.1% |
| 7D | -2.1% | -0.4% | -1.7% | -1.7% |
| 30D | -1.6% | -1.4% | -0.3% | 0.0% |
| 3M | +11.6% | +3.7% | +7.9% | +7.4% |
| 6M | -30.7% | +13.0% | -43.7% | -38.8% |
| YTD | -17.5% | +12.4% | -30.0% | -26.6% |
| 1Y | -20.9% | +18.6% | -39.5% | -33.2% |
| 3Y | +12.8% | +78.1% | -65.3% | -35.6% |
| 5Y | -56.6% | +82.3% | -138.9% | -74.4% |
| All | -56.6% | +81.6% | -138.2% | -74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling