+55.0%
AEE vs VOO
+72.6%
-17.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | +1.7% | +2.6% | -0.9% | +0.9% |
| 30D | +9.7% | -2.0% | +11.7% | +10.4% |
| 3M | +5.9% | -2.8% | +8.7% | +6.8% |
| 6M | +6.7% | +2.2% | +4.5% | +5.6% |
| YTD | +17.4% | +11.5% | +5.8% | +12.4% |
| 1Y | +12.7% | +13.5% | -0.8% | +7.2% |
| 3Y | +68.2% | +78.1% | -9.9% | +29.6% |
| All | +55.0% | +72.6% | -17.6% | +16.1% |
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