-100.0%
AEON vs VOO
+108.6%
-208.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.8% | +11.9% | +12.3% |
| 7D | +35.6% | -0.8% | +36.4% | +36.1% |
| 30D | +18.9% | -1.1% | +19.9% | +19.5% |
| 3M | -53.0% | +3.9% | -56.9% | -53.7% |
| 6M | -71.8% | +13.6% | -85.5% | -73.3% |
| YTD | -70.3% | +12.7% | -83.0% | -71.7% |
| 1Y | -57.8% | +17.6% | -75.3% | -60.8% |
| 3Y | -99.9% | +77.3% | -177.2% | -99.9% |
| All | -100.0% | +108.6% | -208.5% | -100.0% |
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