-91.4%
AERT vs VOO
+76.1%
-167.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.5% | -4.8% | -5.1% |
| 7D | -7.2% | -0.4% | -6.8% | -7.1% |
| 30D | -5.0% | -1.4% | -3.6% | -4.5% |
| 3M | +6.0% | +3.7% | +2.3% | +5.0% |
| 6M | +179.6% | +13.0% | +166.5% | +171.6% |
| YTD | +62.5% | +12.4% | +50.1% | +58.1% |
| 1Y | +43.1% | +18.6% | +24.5% | +38.1% |
| 3Y | -92.0% | +78.1% | -170.1% | -92.5% |
| All | -91.4% | +76.1% | -167.5% | -91.9% |
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