-22.4%
AERO vs VOO
+14.9%
-37.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.7% | +3.0% |
| 7D | +7.8% | +0.1% | +7.7% | +7.6% |
| 30D | -2.2% | +0.1% | -2.3% | -2.1% |
| 3M | -2.2% | +2.0% | -4.2% | -5.3% |
| 6M | -11.6% | +13.0% | -24.6% | -30.6% |
| YTD | -28.1% | +13.6% | -41.7% | -43.3% |
| All | -22.4% | +14.9% | -37.3% | -40.5% |
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 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