-100.0%
AEMD vs VOO
+807.8%
-907.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -0.5% | -6.2% | -6.5% |
| 7D | -7.1% | -0.4% | -6.8% | -7.0% |
| 30D | -45.1% | -1.4% | -43.8% | -44.8% |
| 3M | -82.6% | +3.7% | -86.3% | -82.8% |
| 6M | -80.6% | +13.0% | -93.6% | -81.4% |
| YTD | -87.8% | +12.4% | -100.2% | -88.2% |
| 1Y | -94.8% | +18.6% | -113.4% | -95.1% |
| 3Y | -99.8% | +78.1% | -177.9% | -99.9% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +807.8% | -907.8% | -100.0% |
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 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