+64.3%
AEF vs VOO
+798.5%
-734.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +2.3% | +1.6% | +2.2% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -15.6% | -3.3% | -12.3% | -13.3% |
| 3M | -10.4% | -2.4% | -8.0% | -8.5% |
| 6M | -15.6% | +2.6% | -18.2% | -16.5% |
| YTD | +21.9% | +11.3% | +10.6% | +14.1% |
| 1Y | +29.3% | +13.4% | +15.8% | +19.3% |
| 3Y | +125.7% | +80.3% | +45.4% | +48.7% |
| 5Y | +44.0% | +72.7% | -28.7% | -3.1% |
| 10Y | +152.5% | +310.0% | -157.5% | -12.7% |
| All | +64.3% | +798.5% | -734.2% | -71.6% |
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 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