+251.7%
AYA vs VOO
+80.3%
+171.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.2% |
| 7D | -4.7% | -2.0% | -2.7% | -2.5% |
| 30D | +2.1% | -1.7% | +3.7% | +4.2% |
| 3M | +76.7% | +4.7% | +72.0% | +69.6% |
| 6M | +56.9% | +12.6% | +44.4% | +41.9% |
| YTD | +97.8% | +11.8% | +86.0% | +80.6% |
| 1Y | +155.8% | +17.5% | +138.3% | +124.8% |
| 3Y | +391.7% | +77.0% | +314.7% | +195.6% |
| 5Y | +251.7% | +82.6% | +169.2% | +92.5% |
| All | +251.7% | +80.3% | +171.4% | +92.5% |
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 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