+99.2%
AEF vs VOO
+817.1%
-717.9%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.4% | +2.4% | +2.3% |
| 7D | +3.6% | +0.1% | +3.5% | +3.5% |
| 30D | +8.4% | +0.1% | +8.3% | +8.3% |
| 3M | +5.1% | +2.0% | +3.1% | +4.0% |
| 6M | +25.7% | +13.0% | +12.7% | +15.9% |
| YTD | +47.8% | +13.6% | +34.2% | +35.8% |
| 1Y | +78.3% | +20.1% | +58.2% | +57.5% |
| 3Y | +147.0% | +77.6% | +69.4% | +64.0% |
| 5Y | +68.6% | +82.4% | -13.8% | +8.7% |
| 10Y | +218.5% | +316.8% | -98.3% | +8.4% |
| All | +99.2% | +817.1% | -717.9% | -66.2% |
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 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