+460.6%
VOO vs AAOI
+953.6%
-493.0%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.0% | -1.2% | +0.7% |
| 7D | -0.8% | -0.2% | -0.6% | -0.8% |
| 30D | -1.1% | -23.7% | +22.6% | +0.2% |
| 3M | +3.9% | -39.0% | +42.9% | +5.7% |
| 6M | +13.6% | -17.0% | +30.7% | +11.5% |
| YTD | +12.7% | +202.2% | -189.5% | +0.3% |
| 1Y | +17.6% | +292.4% | -274.8% | +1.6% |
| 3Y | +77.3% | +804.4% | -727.1% | +33.7% |
| 5Y | +84.1% | +1,318.0% | -1,233.9% | +24.1% |
| 10Y | +323.5% | +436.7% | -113.2% | +175.3% |
| All | +460.6% | +953.6% | -493.0% | +247.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI 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 AAOI 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