+521.0%
AEIS vs VOO
+321.7%
+199.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -3.1% |
| 7D | -0.2% | -2.0% | +1.8% | +3.1% |
| 30D | -16.4% | -1.7% | -14.7% | -14.0% |
| 3M | -11.1% | +4.7% | -15.9% | -16.4% |
| 6M | -12.0% | +12.6% | -24.6% | -25.9% |
| YTD | +30.9% | +11.8% | +19.1% | +12.0% |
| 1Y | +74.3% | +17.5% | +56.8% | +38.9% |
| 3Y | +165.2% | +77.0% | +88.2% | +17.1% |
| 5Y | +220.0% | +82.6% | +137.5% | +37.5% |
| All | +521.0% | +321.7% | +199.3% | -22.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling