-18.2%
AOMR vs VOO
+14.7%
-32.9%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.6% | +1.2% | +2.1% |
| 7D | -10.7% | -0.7% | -9.9% | -10.3% |
| 30D | -10.9% | -1.1% | -9.8% | -10.4% |
| 3M | -26.5% | -0.3% | -26.1% | -26.3% |
| 6M | -22.8% | +7.4% | -30.2% | -25.7% |
| YTD | -16.1% | +13.4% | -29.4% | -22.2% |
| 1Y | -18.2% | +14.8% | -33.0% | -24.5% |
| All | -18.2% | +14.7% | -32.9% | -24.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling