+2,502.7%
AYA vs VOO
+812.0%
+1,690.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.2% |
| 7D | +10.5% | +0.5% | +10.0% | +10.2% |
| 30D | +7.2% | -0.9% | +8.1% | +7.9% |
| 3M | +66.5% | +3.9% | +62.6% | +63.7% |
| 6M | +65.0% | +14.5% | +50.4% | +54.9% |
| YTD | +102.9% | +13.0% | +89.9% | +92.3% |
| 1Y | +166.2% | +19.4% | +146.8% | +146.5% |
| 3Y | +404.3% | +78.9% | +325.5% | +284.9% |
| 5Y | +265.7% | +82.3% | +183.5% | +174.7% |
| 10Y | +5,505.8% | +314.2% | +5,191.6% | +3,601.1% |
| All | +2,502.7% | +812.0% | +1,690.7% | +2,579.7% |
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