+8.6%
AEIS vs VOO
+14.7%
-6.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.1% | +1.6% | -12.8% | -15.4% |
| 7D | -12.7% | -0.7% | -12.0% | -11.1% |
| 30D | -28.8% | -1.1% | -27.8% | -26.3% |
| 3M | -38.0% | -0.3% | -37.7% | -37.0% |
| 6M | -45.3% | +7.4% | -52.7% | -52.8% |
| YTD | +1.1% | +13.4% | -12.2% | -23.3% |
| 1Y | +8.6% | +14.8% | -6.2% | -19.9% |
| All | +8.6% | +14.7% | -6.1% | -19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling