-94.7%
AERT vs VOO
+75.3%
-170.1%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -26.7% | -0.3% | -26.4% | -26.6% |
| 7D | -26.4% | +3.3% | -29.7% | -27.2% |
| 30D | -33.9% | -2.7% | -31.2% | -33.2% |
| 3M | -42.3% | -1.7% | -40.6% | -41.9% |
| 6M | -26.8% | +3.1% | -29.9% | -27.2% |
| YTD | -0.9% | +11.9% | -12.9% | -3.4% |
| 1Y | -22.5% | +12.1% | -34.6% | -24.5% |
| 3Y | -69.4% | +78.6% | -148.0% | -71.1% |
| All | -94.7% | +75.3% | -170.1% | -95.0% |
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