-67.0%
AEVA vs VOO
+176.2%
-243.2%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.6% | +4.1% | +4.4% |
| 7D | +9.9% | +0.5% | +9.4% | +9.1% |
| 30D | -39.0% | -0.9% | -38.0% | -38.1% |
| 3M | -29.6% | +3.9% | -33.5% | -32.0% |
| 6M | +14.7% | +14.5% | +0.1% | -0.8% |
| YTD | +22.4% | +13.0% | +9.4% | +8.3% |
| 1Y | +17.5% | +19.4% | -1.9% | -1.8% |
| 3Y | +246.9% | +78.9% | +168.0% | +100.7% |
| 5Y | -67.7% | +82.3% | -150.0% | -81.5% |
| All | -67.0% | +176.2% | -243.2% | -82.1% |
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