-68.5%
AEVA vs VOO
+175.6%
-244.1%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.8% | +2.8% | +2.5% |
| 7D | -1.1% | -0.8% | -0.3% | +0.1% |
| 30D | -38.3% | -1.1% | -37.2% | -37.3% |
| 3M | -34.0% | +3.9% | -37.9% | -36.1% |
| 6M | -7.1% | +13.6% | -20.8% | -18.7% |
| YTD | +16.9% | +12.7% | +4.2% | +3.9% |
| 1Y | -2.1% | +17.6% | -19.7% | -16.5% |
| 3Y | +237.4% | +77.3% | +160.1% | +97.3% |
| 5Y | -68.7% | +84.1% | -152.9% | -82.1% |
| All | -68.5% | +175.6% | -244.1% | -82.8% |
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