+829.2%
AOS vs VOO
+777.9%
+51.3%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.3% | -3.3% | -3.3% |
| 7D | +2.3% | -2.7% | +5.1% | +4.9% |
| 30D | +17.3% | -5.4% | +22.7% | +23.4% |
| 3M | +3.1% | -4.1% | +7.2% | +7.0% |
| 6M | +7.0% | +0.7% | +6.2% | +5.9% |
| YTD | -1.3% | +8.7% | -10.0% | -9.4% |
| 1Y | +0.7% | +11.0% | -10.3% | -9.5% |
| 3Y | -3.7% | +75.5% | -79.1% | -45.8% |
| 5Y | -8.4% | +68.4% | -76.7% | -46.5% |
| 10Y | +71.6% | +315.7% | -244.1% | -64.5% |
| All | +829.2% | +777.9% | +51.3% | -28.0% |
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