+5.8%
AEO vs VOO
+325.3%
-319.5%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.5% | +2.3% |
| 7D | -13.6% | -0.8% | -12.9% | -12.6% |
| 30D | -7.5% | -1.1% | -6.4% | -6.1% |
| 3M | -17.3% | +3.9% | -21.1% | -21.1% |
| 6M | -16.1% | +13.6% | -29.8% | -28.8% |
| YTD | -42.0% | +12.7% | -54.7% | -50.1% |
| 1Y | -21.3% | +17.6% | -38.9% | -35.8% |
| 3Y | +3.4% | +77.3% | -73.9% | -47.8% |
| 5Y | -35.9% | +84.1% | -120.0% | -68.4% |
| All | +5.8% | +325.3% | -319.5% | -79.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling