+73.1%
VOO vs AEM
+252.0%
-178.9%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +2.6% | -6.8% | +9.4% | +3.4% |
| 30D | -2.0% | +0.8% | -2.8% | -2.2% |
| 3M | -2.8% | -0.8% | -1.9% | -3.0% |
| 6M | +2.2% | -8.5% | +10.7% | +2.5% |
| YTD | +11.5% | +5.9% | +5.6% | +9.4% |
| 1Y | +13.5% | +6.6% | +6.9% | +11.2% |
| 3Y | +78.1% | +302.2% | -224.1% | +44.6% |
| All | +73.1% | +252.0% | -178.9% | +40.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling