-6.6%
AOUT vs VOO
+148.5%
-155.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +43.7% |
| YTD | +87.3% | +13.6% | +73.7% | +66.4% |
| 1Y | +39.2% | +20.1% | +19.2% | +17.8% |
| 3Y | +45.2% | +77.6% | -32.3% | -11.5% |
| 5Y | -44.6% | +82.4% | -127.1% | -66.6% |
| All | -6.6% | +148.5% | -155.1% | -58.0% |
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