-43.6%
AOUT vs VOO
+82.6%
-126.1%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.7% | -0.4% | +45.0% | +45.0% |
| 7D | +39.5% | +0.1% | +39.4% | +39.2% |
| 30D | +15.2% | +0.1% | +15.1% | +15.0% |
| 3M | +45.7% | +2.0% | +43.7% | +42.7% |
| 6M | +61.6% | +13.0% | +48.6% | +43.9% |
| YTD | +87.3% | +13.6% | +73.7% | +66.7% |
| 1Y | +39.2% | +20.1% | +19.2% | +18.1% |
| 3Y | +45.2% | +77.6% | -32.3% | -9.6% |
| All | -43.6% | +82.6% | -126.1% | -65.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling