-7.8%
AEO vs VOO
+72.6%
-80.4%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.7% |
| 7D | +9.0% | +2.6% | +6.4% | +5.3% |
| 30D | +23.4% | -2.0% | +25.3% | +27.1% |
| 3M | +34.1% | -2.8% | +36.9% | +39.8% |
| 6M | +42.8% | +2.2% | +40.7% | +38.6% |
| YTD | -15.5% | +11.5% | -27.0% | -27.7% |
| 1Y | +27.0% | +13.5% | +13.5% | +6.0% |
| 3Y | +31.5% | +78.1% | -46.6% | -39.0% |
| All | -7.8% | +72.6% | -80.4% | -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 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