+63.4%
AOS vs VOO
+317.9%
-254.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | -0.9% |
| 7D | -0.3% | +0.1% | -0.4% | -0.5% |
| 30D | +16.3% | -3.3% | +19.7% | +19.4% |
| 3M | +2.5% | -2.4% | +4.9% | +4.4% |
| 6M | +12.6% | +2.6% | +10.0% | +10.0% |
| YTD | -0.3% | +11.3% | -11.6% | -9.1% |
| 1Y | +0.7% | +13.4% | -12.8% | -9.8% |
| 3Y | -3.1% | +80.3% | -83.4% | -42.1% |
| 5Y | -8.8% | +72.7% | -81.5% | -43.7% |
| 10Y | +63.4% | +310.0% | -246.6% | -56.8% |
| All | +63.4% | +317.9% | -254.5% | -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