+369.0%
AOA vs VOO
+802.4%
-433.3%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | -1.5% | -2.0% | +0.5% | 0.0% |
| 30D | -1.2% | -1.7% | +0.5% | +0.1% |
| 3M | +3.7% | +4.7% | -1.0% | +0.1% |
| 6M | +9.0% | +12.6% | -3.6% | -0.4% |
| YTD | +10.5% | +11.8% | -1.3% | +1.5% |
| 1Y | +15.7% | +17.5% | -1.9% | +2.3% |
| 3Y | +60.7% | +77.0% | -16.3% | +3.6% |
| 5Y | +52.3% | +82.6% | -30.3% | -4.9% |
| 10Y | +167.9% | +320.0% | -152.1% | -16.3% |
| All | +369.0% | +802.4% | -433.3% | -28.0% |
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