+186.5%
AEE vs VOO
+325.3%
-138.8%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.5% |
| 7D | -0.8% | -0.8% | 0.0% | -0.4% |
| 30D | -2.9% | -1.1% | -1.8% | -2.4% |
| 3M | -2.4% | +3.9% | -6.3% | -4.6% |
| 6M | -2.7% | +13.6% | -16.3% | -9.7% |
| YTD | +7.3% | +12.7% | -5.4% | -0.1% |
| 1Y | +7.5% | +17.6% | -10.0% | -2.4% |
| 3Y | +46.2% | +77.3% | -31.1% | +2.0% |
| 5Y | +39.7% | +84.1% | -44.4% | -6.5% |
| All | +186.5% | +325.3% | -138.8% | +10.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling