+153.0%
AOM vs VOO
+807.8%
-654.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | 0.0% | -0.2% |
| 7D | -0.1% | -0.4% | +0.2% | 0.0% |
| 30D | -0.5% | -1.4% | +0.9% | 0.0% |
| 3M | +1.3% | +3.7% | -2.4% | -0.2% |
| 6M | +4.1% | +13.0% | -9.0% | -0.8% |
| YTD | +5.3% | +12.4% | -7.1% | +0.6% |
| 1Y | +8.5% | +18.6% | -10.1% | +1.5% |
| 3Y | +36.5% | +78.1% | -41.5% | +8.7% |
| 5Y | +24.3% | +82.3% | -58.0% | -2.8% |
| 10Y | +79.8% | +322.5% | -242.7% | +0.2% |
| All | +153.0% | +807.8% | -654.8% | +1.9% |
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