+4,894.6%
AYA vs VOO
+325.3%
+4,569.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.8% | -2.4% | -2.3% |
| 7D | -3.3% | -0.8% | -2.5% | -2.6% |
| 30D | -0.2% | -1.1% | +0.8% | +0.8% |
| 3M | +60.0% | +3.9% | +56.1% | +56.0% |
| 6M | +60.4% | +13.6% | +46.7% | +47.2% |
| YTD | +94.6% | +12.7% | +81.9% | +80.2% |
| 1Y | +143.6% | +17.6% | +126.1% | +120.1% |
| 3Y | +379.8% | +77.3% | +302.4% | +220.2% |
| 5Y | +246.2% | +84.1% | +162.0% | +122.8% |
| All | +4,894.6% | +325.3% | +4,569.4% | +2,307.5% |
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