+69.5%
AEF vs VOO
+806.9%
-737.4%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.3% | +2.5% | +2.8% |
| 7D | +0.2% | -0.9% | +1.2% | +1.1% |
| 30D | -11.5% | -2.3% | -9.2% | -9.7% |
| 3M | -8.4% | -1.2% | -7.2% | -7.3% |
| 6M | -13.5% | +3.3% | -16.8% | -14.9% |
| YTD | +25.8% | +12.3% | +13.5% | +16.9% |
| 1Y | +31.1% | +12.5% | +18.6% | +21.6% |
| 3Y | +129.3% | +79.2% | +50.1% | +51.8% |
| 5Y | +48.0% | +75.7% | -27.7% | -1.6% |
| 10Y | +176.6% | +313.7% | -137.1% | -4.9% |
| All | +69.5% | +806.9% | -737.4% | -70.9% |
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