+44.4%
AOS vs VOO
+314.0%
-269.6%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.2% | -2.3% |
| 7D | +0.6% | +0.5% | 0.0% | +0.1% |
| 30D | -8.1% | -0.9% | -7.1% | -7.3% |
| 3M | +3.2% | +3.9% | -0.7% | +0.1% |
| 6M | -16.2% | +14.5% | -30.7% | -25.2% |
| YTD | -10.6% | +13.0% | -23.5% | -19.3% |
| 1Y | -18.7% | +19.4% | -38.1% | -30.1% |
| 3Y | -11.2% | +78.9% | -90.1% | -46.7% |
| 5Y | -10.3% | +82.3% | -92.6% | -47.1% |
| 10Y | +44.4% | +314.2% | -269.8% | -63.9% |
| All | +44.4% | +314.0% | -269.6% | -63.9% |
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