+145.4%
AQN vs VOO
+802.4%
-657.0%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.5% |
| 7D | -3.0% | -2.0% | -1.1% | -1.7% |
| 30D | -6.5% | -1.7% | -4.9% | -5.5% |
| 3M | -7.1% | +4.7% | -11.9% | -10.1% |
| 6M | -10.1% | +12.6% | -22.6% | -17.2% |
| YTD | -9.8% | +11.8% | -21.5% | -16.6% |
| 1Y | -0.9% | +17.5% | -18.5% | -11.6% |
| 3Y | -11.9% | +77.0% | -88.9% | -40.9% |
| 5Y | -54.1% | +82.6% | -136.7% | -70.3% |
| 10Y | -2.8% | +320.0% | -322.8% | -63.6% |
| All | +145.4% | +802.4% | -657.0% | -41.9% |
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 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