-8.6%
AEFC vs VOO
+81.6%
-90.2%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +0.9% | -0.4% | +1.3% | +1.0% |
| 30D | +1.2% | -1.4% | +2.6% | +1.7% |
| 3M | -2.5% | +3.7% | -6.2% | -3.9% |
| 6M | -5.5% | +13.0% | -18.6% | -9.9% |
| YTD | -3.1% | +12.4% | -15.6% | -7.5% |
| 1Y | -6.3% | +18.6% | -24.9% | -12.4% |
| 3Y | +8.0% | +78.1% | -70.0% | -15.9% |
| 5Y | -8.6% | +82.3% | -90.9% | -31.5% |
| All | -8.6% | +81.6% | -90.2% | -31.5% |
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