-57.8%
AEON vs VOO
+18.2%
-76.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +0.8% | +11.9% | +12.7% |
| 7D | +35.6% | -0.8% | +36.4% | +35.7% |
| 30D | +18.9% | -1.1% | +19.9% | +19.0% |
| 3M | -53.0% | +3.9% | -56.9% | -52.7% |
| 6M | -71.8% | +13.6% | -85.5% | -70.6% |
| YTD | -70.3% | +12.7% | -83.0% | -69.1% |
| 1Y | -57.8% | +17.6% | -75.3% | -50.6% |
| All | -57.8% | +18.2% | -76.0% | -50.6% |
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