+566.4%
AEE vs VOO
+817.1%
-250.7%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.3% |
| 7D | +0.3% | +0.1% | +0.2% | +0.3% |
| 30D | -2.3% | +0.1% | -2.3% | -2.3% |
| 3M | +0.2% | +2.0% | -1.8% | -1.2% |
| 6M | -4.7% | +13.0% | -17.8% | -11.6% |
| YTD | +8.1% | +13.6% | -5.5% | -0.1% |
| 1Y | +8.5% | +20.1% | -11.5% | -3.1% |
| 3Y | +48.9% | +77.6% | -28.7% | +3.0% |
| 5Y | +39.9% | +82.4% | -42.5% | -6.4% |
| 10Y | +186.5% | +316.8% | -130.3% | +9.2% |
| All | +566.4% | +817.1% | -250.7% | +47.3% |
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