-44.1%
AENT vs VOO
+111.0%
-155.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.6% | +6.8% | +6.5% |
| 7D | +8.4% | +0.5% | +7.9% | +8.1% |
| 30D | -3.7% | -0.9% | -2.8% | -3.2% |
| 3M | -0.9% | +3.9% | -4.8% | -2.9% |
| 6M | -22.6% | +14.5% | -37.1% | -27.6% |
| YTD | -32.5% | +13.0% | -45.5% | -36.4% |
| 1Y | -9.2% | +19.4% | -28.6% | -16.3% |
| 3Y | +196.2% | +78.9% | +117.3% | +150.6% |
| 5Y | -43.8% | +82.3% | -126.1% | -52.6% |
| All | -44.1% | +111.0% | -155.1% | -53.8% |
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