+5.9%
AERT vs VOO
+12.0%
-6.1%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.3% | +1.6% | +1.6% |
| 7D | -6.7% | -0.6% | -6.1% | -5.7% |
| 30D | -22.8% | -3.6% | -19.1% | -18.9% |
| 3M | -24.5% | -2.7% | -21.8% | -21.7% |
| 6M | +3.3% | +2.2% | +1.0% | +0.4% |
| YTD | +29.1% | +10.9% | +18.2% | +18.4% |
| 1Y | +5.9% | +11.3% | -5.4% | -2.7% |
| All | +5.9% | +12.0% | -6.1% | -2.7% |
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 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