-15.8%
AOMR vs VOO
+93.6%
-109.4%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.6% | -1.3% | -1.5% |
| 7D | -1.8% | -2.0% | +0.2% | -0.3% |
| 30D | -6.4% | -1.7% | -4.7% | -5.2% |
| 3M | -0.1% | +4.7% | -4.9% | -3.9% |
| 6M | +3.3% | +12.6% | -9.2% | -6.2% |
| YTD | +5.2% | +11.8% | -6.5% | -4.0% |
| 1Y | -3.6% | +17.5% | -21.1% | -15.7% |
| 3Y | +32.8% | +77.0% | -44.2% | -18.4% |
| 5Y | -14.0% | +82.6% | -96.5% | -50.8% |
| All | -15.8% | +93.6% | -109.4% | -54.4% |
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