-10.1%
AERT vs VOO
+12.1%
-22.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -0.4% | +10.4% | +10.5% |
| 7D | -17.1% | +2.6% | -19.7% | -19.6% |
| 30D | -29.0% | -2.0% | -27.0% | -26.9% |
| 3M | -36.1% | -2.8% | -33.3% | -33.6% |
| 6M | -19.2% | +2.2% | -21.3% | -21.5% |
| YTD | +9.0% | +11.5% | -2.5% | +0.2% |
| 1Y | -10.1% | +13.5% | -23.6% | -17.2% |
| All | -10.1% | +12.1% | -22.2% | -17.2% |
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