+314.1%
VOO vs AEM
+369.2%
-55.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.3% |
| 7D | -2.0% | -5.0% | +3.1% | -1.5% |
| 30D | -1.7% | +8.5% | -10.1% | -2.5% |
| 3M | +4.7% | +29.3% | -24.5% | +2.1% |
| 6M | +12.6% | -12.9% | +25.5% | +13.3% |
| YTD | +11.8% | +16.8% | -5.0% | +9.5% |
| 1Y | +17.5% | +29.8% | -12.3% | +13.9% |
| 3Y | +77.0% | +336.7% | -259.7% | +52.9% |
| 5Y | +82.6% | +299.9% | -217.4% | +57.1% |
| All | +314.1% | +369.2% | -55.2% | +253.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEM.
Daily Out/Under-Performance
Portfolio return minus AEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEM 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 10y: compounded portfolio wealth divided by compounded AEM 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…
10y analysis · Full analysis span regression · 6 months rolling