+242.1%
AOR vs VOO
+803.9%
-561.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.2% | -0.4% |
| 7D | +1.2% | +3.3% | -2.1% | -0.7% |
| 30D | -1.1% | -2.7% | +1.6% | +0.4% |
| 3M | -2.5% | -1.7% | -0.7% | -1.6% |
| 6M | +0.5% | +3.1% | -2.6% | -1.3% |
| YTD | +6.5% | +11.9% | -5.5% | -0.3% |
| 1Y | +6.9% | +12.1% | -5.2% | +0.1% |
| 3Y | +48.2% | +78.6% | -30.4% | +5.8% |
| 5Y | +34.0% | +73.8% | -39.8% | -3.8% |
| 10Y | +119.8% | +312.3% | -192.5% | -6.4% |
| All | +242.1% | +803.9% | -561.7% | -12.1% |
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