-93.2%
AERT vs VOO
+74.3%
-167.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.4% | -3.8% |
| 7D | -13.3% | +0.1% | -13.3% | -13.2% |
| 30D | -23.7% | -3.3% | -20.4% | -22.8% |
| 3M | -25.2% | -2.4% | -22.8% | -24.6% |
| 6M | +2.0% | +2.6% | -0.6% | +1.6% |
| YTD | +27.5% | +11.3% | +16.3% | +24.5% |
| 1Y | +1.7% | +13.4% | -11.7% | -1.1% |
| 3Y | -69.2% | +80.3% | -149.5% | -70.9% |
| All | -93.2% | +74.3% | -167.5% | -93.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling