+173.3%
AEF vs VOO
+309.6%
-136.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +1.0% | +0.9% |
| 7D | +5.3% | +2.6% | +2.7% | +3.3% |
| 30D | -9.8% | -2.0% | -7.8% | -8.3% |
| 3M | -13.5% | -2.8% | -10.7% | -11.4% |
| 6M | -11.6% | +2.2% | -13.8% | -12.3% |
| YTD | +23.5% | +11.5% | +11.9% | +15.6% |
| 1Y | +30.0% | +13.5% | +16.5% | +20.2% |
| 3Y | +121.8% | +78.1% | +43.7% | +50.2% |
| 5Y | +46.0% | +73.1% | -27.2% | 0.0% |
| All | +173.3% | +309.6% | -136.3% | -1.2% |
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