-100.0%
AEON vs VOO
+108.1%
-208.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.5% |
| 7D | -14.8% | -0.4% | -14.4% | -14.6% |
| 30D | -16.6% | -1.4% | -15.2% | -16.0% |
| 3M | -67.8% | +3.7% | -71.5% | -68.3% |
| 6M | -78.4% | +13.0% | -91.4% | -79.5% |
| YTD | -79.0% | +12.4% | -91.4% | -80.0% |
| 1Y | -69.2% | +18.6% | -87.8% | -71.5% |
| 3Y | -99.9% | +78.1% | -178.0% | -99.9% |
| All | -100.0% | +108.1% | -208.0% | -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 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