-22.8%
AERO vs VOO
+13.7%
-36.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.7% |
| 7D | +6.4% | -0.4% | +6.7% | +7.1% |
| 30D | -0.3% | -1.4% | +1.1% | +2.4% |
| 3M | -5.8% | +3.7% | -9.5% | -11.5% |
| 6M | -0.4% | +13.0% | -13.4% | -21.5% |
| YTD | -28.4% | +12.4% | -40.9% | -42.5% |
| All | -22.8% | +13.7% | -36.4% | -39.7% |
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