+261.1%
AER vs VOO
+325.3%
-64.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | -0.1% | -0.3% |
| 7D | -2.7% | -0.8% | -1.9% | -1.7% |
| 30D | -5.8% | -1.1% | -4.8% | -4.6% |
| 3M | +2.9% | +3.9% | -1.0% | -2.2% |
| 6M | +0.9% | +13.6% | -12.7% | -14.4% |
| YTD | -0.8% | +12.7% | -13.5% | -15.0% |
| 1Y | +14.9% | +17.6% | -2.7% | -7.0% |
| 3Y | +134.5% | +77.3% | +57.2% | +8.6% |
| 5Y | +174.5% | +84.1% | +90.4% | +22.2% |
| All | +261.1% | +325.3% | -64.2% | -39.5% |
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