+18.4%
AOUT vs VOO
+143.5%
-125.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +2.3% | +3.7% | +3.8% |
| 7D | -0.5% | +0.1% | -0.6% | -0.6% |
| 30D | +11.2% | -3.3% | +14.5% | +14.7% |
| 3M | +45.8% | -2.4% | +48.2% | +49.0% |
| 6M | +95.8% | +2.6% | +93.2% | +91.0% |
| YTD | +137.4% | +11.3% | +126.1% | +115.0% |
| 1Y | +179.7% | +13.4% | +166.3% | +148.9% |
| 3Y | +126.8% | +80.3% | +46.5% | +36.9% |
| 5Y | -21.4% | +72.7% | -94.2% | -50.0% |
| All | +18.4% | +143.5% | -125.1% | -45.8% |
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