-49.3%
AENT vs VOO
+108.3%
-157.6%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.4% | -4.6% | -4.8% |
| 7D | +12.8% | +2.6% | +10.2% | +11.3% |
| 30D | +9.8% | -2.0% | +11.8% | +10.8% |
| 3M | -15.0% | -2.8% | -12.2% | -13.8% |
| 6M | -28.1% | +2.2% | -30.3% | -28.8% |
| YTD | -38.9% | +11.5% | -50.4% | -42.0% |
| 1Y | -25.8% | +13.5% | -39.3% | -30.2% |
| 3Y | +345.0% | +78.1% | +267.0% | +279.5% |
| 5Y | -49.8% | +73.1% | -123.0% | -57.3% |
| All | -49.3% | +108.3% | -157.6% | -57.9% |
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