+71.6%
AEF vs VOO
+82.3%
-10.7%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.0% |
| 7D | +4.0% | +0.5% | +3.4% | +3.5% |
| 30D | +10.3% | -0.9% | +11.2% | +11.1% |
| 3M | +12.9% | +3.9% | +9.0% | +9.9% |
| 6M | +36.8% | +14.5% | +22.2% | +24.6% |
| YTD | +50.0% | +13.0% | +37.1% | +38.1% |
| 1Y | +77.8% | +19.4% | +58.4% | +57.6% |
| 3Y | +161.3% | +78.9% | +82.4% | +75.4% |
| 5Y | +71.6% | +82.3% | -10.7% | +12.1% |
| All | +71.6% | +82.3% | -10.7% | +12.1% |
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