-27.5%
AEO vs VOO
+81.6%
-109.1%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.3% |
| 7D | +1.4% | -0.4% | +1.7% | +1.9% |
| 30D | -7.8% | -1.4% | -6.4% | -6.0% |
| 3M | -3.1% | +3.7% | -6.9% | -8.1% |
| 6M | -7.2% | +13.0% | -20.3% | -22.3% |
| YTD | -34.7% | +12.4% | -47.2% | -44.9% |
| 1Y | -3.6% | +18.6% | -22.2% | -24.5% |
| 3Y | +15.4% | +78.1% | -62.7% | -46.6% |
| 5Y | -27.5% | +82.3% | -109.8% | -65.8% |
| All | -27.5% | +81.6% | -109.1% | -65.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling