+817.5%
VOO vs AA
+71.7%
+745.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.7% | -1.4% | +0.8% |
| 7D | -0.9% | +1.1% | -2.0% | -1.1% |
| 30D | -2.3% | -1.3% | -1.1% | -2.2% |
| 3M | -1.2% | -23.9% | +22.7% | +3.7% |
| 6M | +3.3% | -36.8% | +40.1% | +11.3% |
| YTD | +12.3% | -22.2% | +34.5% | +14.9% |
| 1Y | +12.5% | +10.4% | +2.1% | +7.2% |
| 3Y | +79.2% | +72.0% | +7.2% | +49.1% |
| 5Y | +75.7% | -15.6% | +91.3% | +58.7% |
| 10Y | +313.7% | +47.8% | +265.9% | +171.4% |
| All | +817.5% | +71.7% | +745.7% | +442.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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