+11.7%
AOUT vs VOO
+137.9%
-126.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.3% | 0.0% | +0.1% |
| 7D | -4.5% | -2.7% | -1.8% | -2.0% |
| 30D | +7.7% | -5.4% | +13.1% | +13.3% |
| 3M | +38.0% | -4.1% | +42.1% | +43.3% |
| 6M | +81.3% | +0.7% | +80.5% | +79.7% |
| YTD | +123.9% | +8.7% | +115.2% | +107.1% |
| 1Y | +162.3% | +11.0% | +151.3% | +138.1% |
| 3Y | +91.1% | +75.5% | +15.6% | +18.2% |
| 5Y | -26.3% | +68.4% | -94.7% | -52.0% |
| All | +11.7% | +137.9% | -126.2% | -47.7% |
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