-4.5%
AESI vs VOO
+100.5%
-105.0%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.2% |
| 7D | +5.2% | -0.8% | +6.0% | +6.1% |
| 30D | +20.6% | -1.1% | +21.7% | +22.1% |
| 3M | -14.0% | +3.9% | -17.9% | -17.6% |
| 6M | +7.3% | +13.6% | -6.4% | -7.2% |
| YTD | +50.3% | +12.7% | +37.6% | +31.1% |
| 1Y | +29.6% | +17.6% | +12.0% | +7.5% |
| 3Y | -31.7% | +77.3% | -109.0% | -59.9% |
| All | -4.5% | +100.5% | -105.0% | -51.2% |
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 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