+130.2%
AESR vs VOO
+164.3%
-34.1%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.8% | +0.2% | +0.2% |
| 7D | -1.1% | -0.8% | -0.3% | -0.3% |
| 30D | -2.1% | -1.1% | -1.0% | -1.0% |
| 3M | -0.8% | +3.9% | -4.7% | -4.3% |
| 6M | +14.3% | +13.6% | +0.7% | +1.5% |
| YTD | +17.4% | +12.7% | +4.7% | +5.1% |
| 1Y | +4.0% | +17.6% | -13.6% | -10.3% |
| 3Y | +64.7% | +77.3% | -12.6% | -2.4% |
| 5Y | +61.9% | +84.1% | -22.3% | -7.6% |
| All | +130.2% | +164.3% | -34.1% | -4.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling