+2.6%
AEFC vs VOO
+183.3%
-180.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | +1.8% | +0.1% | +1.7% | +1.7% |
| 30D | +0.6% | +0.1% | +0.5% | +0.5% |
| 3M | -3.0% | +2.0% | -5.0% | -4.3% |
| 6M | -6.3% | +13.0% | -19.4% | -13.3% |
| YTD | -3.3% | +13.6% | -16.8% | -10.8% |
| 1Y | -5.8% | +20.1% | -25.9% | -16.2% |
| 3Y | +5.8% | +77.6% | -71.8% | -28.9% |
| 5Y | -10.0% | +82.4% | -92.4% | -41.6% |
| All | +2.6% | +183.3% | -180.8% | -58.4% |
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