+125.3%
AEO vs VOO
+817.1%
-691.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.7% |
| 7D | +3.1% | +0.1% | +3.0% | +3.0% |
| 30D | -2.4% | +0.1% | -2.5% | -2.5% |
| 3M | +5.2% | +2.0% | +3.2% | +2.7% |
| 6M | -21.4% | +13.0% | -34.5% | -31.9% |
| YTD | -32.8% | +13.6% | -46.4% | -42.1% |
| 1Y | -4.9% | +20.1% | -25.0% | -23.0% |
| 3Y | +9.4% | +77.6% | -68.1% | -41.5% |
| 5Y | -25.4% | +82.4% | -107.8% | -60.4% |
| 10Y | +23.9% | +316.8% | -293.0% | -70.4% |
| All | +125.3% | +817.1% | -691.7% | -72.2% |
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