+765.4%
AOS vs VOO
+817.1%
-51.7%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -4.3% | +0.1% | -4.3% | -4.3% |
| 3M | +6.7% | +2.0% | +4.7% | +4.7% |
| 6M | -16.6% | +13.0% | -29.6% | -25.9% |
| YTD | -8.1% | +13.6% | -21.6% | -18.8% |
| 1Y | -14.9% | +20.1% | -35.0% | -28.9% |
| 3Y | -12.9% | +77.6% | -90.5% | -51.3% |
| 5Y | -9.3% | +82.4% | -91.7% | -50.8% |
| 10Y | +48.3% | +316.8% | -268.6% | -68.9% |
| All | +765.4% | +817.1% | -51.7% | -35.5% |
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