-7.7%
AEFC vs VOO
+17.3%
-25.0%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -0.1% | -2.0% | +1.9% | +0.6% |
| 30D | -0.1% | -1.7% | +1.6% | +0.5% |
| 3M | -3.2% | +4.7% | -8.0% | -4.8% |
| 6M | -6.5% | +12.6% | -19.1% | -10.2% |
| YTD | -4.2% | +11.8% | -16.0% | -7.8% |
| 1Y | -7.7% | +17.5% | -25.2% | -13.0% |
| All | -7.7% | +17.3% | -25.0% | -13.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling