+61.1%
AOS vs VOO
+309.6%
-248.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.7% |
| 7D | -0.5% | +2.6% | -3.1% | -2.6% |
| 30D | +11.8% | -2.0% | +13.7% | +13.4% |
| 3M | +3.4% | -2.8% | +6.2% | +5.6% |
| 6M | +14.1% | +2.2% | +11.9% | +11.8% |
| YTD | -1.7% | +11.5% | -13.3% | -10.6% |
| 1Y | -0.6% | +13.5% | -14.1% | -10.9% |
| 3Y | -7.1% | +78.1% | -85.2% | -43.9% |
| 5Y | -13.9% | +73.1% | -87.0% | -47.0% |
| All | +61.1% | +309.6% | -248.6% | -56.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling