-4.7%
AOUT vs VOO
+147.2%
-151.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.6% | +2.6% | +2.5% |
| 7D | +47.7% | +0.5% | +47.2% | +46.7% |
| 30D | +17.3% | -0.9% | +18.2% | +18.3% |
| 3M | +47.7% | +3.9% | +43.8% | +42.1% |
| 6M | +66.9% | +14.5% | +52.4% | +46.5% |
| YTD | +91.1% | +13.0% | +78.1% | +70.6% |
| 1Y | +76.9% | +19.4% | +57.5% | +50.3% |
| 3Y | +56.1% | +78.9% | -22.7% | -5.4% |
| 5Y | -41.6% | +82.3% | -123.9% | -64.8% |
| All | -4.7% | +147.2% | -151.9% | -56.9% |
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