+1,182.3%
AER vs VOO
+807.8%
+374.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.2% |
| 7D | -2.7% | -0.4% | -2.3% | -2.2% |
| 30D | -5.5% | -1.4% | -4.1% | -3.8% |
| 3M | +1.7% | +3.7% | -2.0% | -3.1% |
| 6M | +1.7% | +13.0% | -11.3% | -13.2% |
| YTD | -1.1% | +12.4% | -13.6% | -15.2% |
| 1Y | +17.1% | +18.6% | -1.5% | -6.5% |
| 3Y | +133.5% | +78.1% | +55.5% | +7.4% |
| 5Y | +166.9% | +82.3% | +84.6% | +20.2% |
| 10Y | +267.2% | +322.5% | -55.3% | -42.4% |
| All | +1,182.3% | +807.8% | +374.5% | -17.7% |
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