-21.3%
AEO vs VOO
+18.2%
-39.5%
-47.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.8% | +2.5% | +2.2% |
| 7D | -13.6% | -0.8% | -12.9% | -12.7% |
| 30D | -7.5% | -1.1% | -6.4% | -6.1% |
| 3M | -17.3% | +3.9% | -21.1% | -21.0% |
| 6M | -16.1% | +13.6% | -29.8% | -29.6% |
| YTD | -42.0% | +12.7% | -54.7% | -50.7% |
| 1Y | -21.3% | +17.6% | -38.9% | -37.1% |
| All | -21.3% | +18.2% | -39.5% | -37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling