+56.7%
AORT vs VOO
+75.9%
-19.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.8% |
| 7D | -3.8% | -2.0% | -1.8% | -2.3% |
| 30D | -13.2% | -1.7% | -11.5% | -12.1% |
| 3M | +20.4% | +4.7% | +15.7% | +15.8% |
| 6M | -31.5% | +12.6% | -44.0% | -38.2% |
| YTD | -46.0% | +11.8% | -57.7% | -51.1% |
| 1Y | -39.9% | +17.5% | -57.5% | -48.1% |
| All | +56.7% | +75.9% | -19.2% | -16.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling