+373.9%
AOD vs VOO
+812.0%
-438.1%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.4% |
| 7D | +0.5% | +0.5% | -0.1% | 0.0% |
| 30D | +1.3% | -0.9% | +2.3% | +2.1% |
| 3M | +8.9% | +3.9% | +5.0% | +5.3% |
| 6M | +17.9% | +14.5% | +3.4% | +5.0% |
| YTD | +19.0% | +13.0% | +6.0% | +7.2% |
| 1Y | +31.6% | +19.4% | +12.2% | +13.0% |
| 3Y | +93.6% | +78.9% | +14.7% | +16.7% |
| 5Y | +72.5% | +82.3% | -9.8% | +1.5% |
| 10Y | +246.7% | +314.2% | -67.6% | -2.9% |
| All | +373.9% | +812.0% | -438.1% | -36.5% |
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