+369.8%
AORT vs VOO
+812.0%
-442.2%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.1% |
| 7D | -7.2% | +0.5% | -7.8% | -7.8% |
| 30D | -7.3% | -0.9% | -6.4% | -6.5% |
| 3M | +23.2% | +3.9% | +19.4% | +17.6% |
| 6M | -32.2% | +14.5% | -46.7% | -42.3% |
| YTD | -44.9% | +13.0% | -57.9% | -52.5% |
| 1Y | -42.2% | +19.4% | -61.6% | -53.3% |
| 3Y | +61.4% | +78.9% | -17.5% | -18.6% |
| 5Y | -3.3% | +82.3% | -85.6% | -51.8% |
| 10Y | +42.2% | +314.2% | -272.0% | -73.8% |
| All | +369.8% | +812.0% | -442.2% | -72.7% |
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