+160.9%
AEF vs VOO
+306.9%
-146.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -2.4% | -0.6% | -1.8% | -1.8% |
| 30D | -16.1% | -3.6% | -12.5% | -13.6% |
| 3M | -10.2% | -2.7% | -7.4% | -8.1% |
| 6M | -16.1% | +2.2% | -18.3% | -16.8% |
| YTD | +21.2% | +10.9% | +10.3% | +13.9% |
| 1Y | +26.6% | +11.3% | +15.3% | +18.6% |
| 3Y | +120.9% | +76.9% | +44.0% | +50.2% |
| 5Y | +43.9% | +73.5% | -29.6% | -1.6% |
| 10Y | +160.9% | +307.7% | -146.8% | -6.6% |
| All | +160.9% | +306.9% | -146.0% | -6.6% |
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