+810.9%
VOO vs AA
+66.3%
+744.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | 0.0% |
| 7D | +2.6% | +0.5% | +2.1% | +2.4% |
| 30D | -2.0% | -0.6% | -1.4% | -2.0% |
| 3M | -2.8% | -19.7% | +16.9% | +1.0% |
| 6M | +2.2% | -41.6% | +43.7% | +11.7% |
| YTD | +11.5% | -24.6% | +36.2% | +14.8% |
| 1Y | +13.5% | +4.9% | +8.6% | +9.2% |
| 3Y | +78.1% | +66.8% | +11.3% | +49.0% |
| 5Y | +73.1% | -19.4% | +92.6% | +57.8% |
| 10Y | +310.7% | +43.1% | +267.6% | +171.1% |
| All | +810.9% | +66.3% | +744.7% | +441.6% |
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