+307.7%
AEM vs VOO
+812.0%
-504.3%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.9% | -1.2% |
| 7D | +4.3% | +0.5% | +3.8% | +4.1% |
| 30D | +13.1% | -0.9% | +14.1% | +13.6% |
| 3M | +24.8% | +3.9% | +20.9% | +23.0% |
| 6M | -8.2% | +14.5% | -22.8% | -12.6% |
| YTD | +19.8% | +13.0% | +6.9% | +14.8% |
| 1Y | +32.1% | +19.4% | +12.6% | +24.0% |
| 3Y | +348.2% | +78.9% | +269.3% | +261.1% |
| 5Y | +297.5% | +82.3% | +215.2% | +214.7% |
| 10Y | +343.3% | +314.2% | +29.1% | +155.1% |
| All | +307.7% | +812.0% | -504.3% | +43.6% |
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