+113.7%
AES vs VOO
+817.1%
-703.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.5% |
| 7D | +0.4% | +0.1% | +0.3% | +0.3% |
| 30D | +0.6% | +0.1% | +0.6% | +0.5% |
| 3M | +1.6% | +2.0% | -0.4% | -0.9% |
| 6M | +6.0% | +13.0% | -7.0% | -7.6% |
| YTD | +6.9% | +13.6% | -6.7% | -7.3% |
| 1Y | +21.2% | +20.1% | +1.1% | -0.9% |
| 3Y | -4.2% | +77.6% | -81.8% | -48.5% |
| 5Y | -26.5% | +82.4% | -109.0% | -61.6% |
| 10Y | +76.7% | +316.8% | -240.1% | -61.7% |
| All | +113.7% | +817.1% | -703.4% | -82.0% |
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