+116.7%
AOK vs VOO
+812.0%
-695.2%
-18.9%
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% | +0.1% |
| 7D | +0.6% | +0.5% | 0.0% | +0.4% |
| 30D | -0.3% | -0.9% | +0.7% | 0.0% |
| 3M | +1.4% | +3.9% | -2.4% | +0.3% |
| 6M | +3.7% | +14.5% | -10.9% | -0.3% |
| YTD | +4.8% | +13.0% | -8.1% | +1.2% |
| 1Y | +7.0% | +19.4% | -12.4% | +1.7% |
| 3Y | +31.3% | +78.9% | -47.6% | +11.1% |
| 5Y | +18.4% | +82.3% | -63.8% | -1.1% |
| 10Y | +61.6% | +314.2% | -252.6% | +8.0% |
| All | +116.7% | +812.0% | -695.2% | +19.4% |
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