+114.3%
AES vs VOO
+812.0%
-697.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.8% |
| 7D | +0.4% | +0.5% | -0.1% | -0.2% |
| 30D | +0.7% | -0.9% | +1.6% | +1.6% |
| 3M | +2.0% | +3.9% | -1.9% | -2.3% |
| 6M | +7.4% | +14.5% | -7.2% | -7.7% |
| YTD | +7.2% | +13.0% | -5.7% | -6.6% |
| 1Y | +22.4% | +19.4% | +3.0% | +0.6% |
| 3Y | -0.5% | +78.9% | -79.4% | -46.9% |
| 5Y | -24.9% | +82.3% | -107.1% | -60.7% |
| 10Y | +67.3% | +314.2% | -246.9% | -63.5% |
| All | +114.3% | +812.0% | -697.7% | -81.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling