+335.2%
AEIS vs VOO
+309.6%
+25.5%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.3% |
| 7D | +11.5% | +2.6% | +8.9% | +7.3% |
| 30D | -15.8% | -2.0% | -13.8% | -11.9% |
| 3M | -33.3% | -2.8% | -30.5% | -29.2% |
| 6M | -35.2% | +2.2% | -37.4% | -35.5% |
| YTD | +5.0% | +11.5% | -6.5% | -8.6% |
| 1Y | +8.5% | +13.5% | -5.0% | -7.9% |
| 3Y | +152.9% | +78.1% | +74.8% | +11.9% |
| 5Y | +144.6% | +73.1% | +71.5% | +15.6% |
| All | +335.2% | +309.6% | +25.5% | -48.1% |
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