+163.4%
AEIS vs VOO
+79.1%
+84.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.5% |
| 7D | +23.2% | +3.3% | +20.0% | +15.4% |
| 30D | -17.0% | -2.7% | -14.3% | -10.8% |
| 3M | -32.2% | -1.7% | -30.4% | -28.5% |
| 6M | -32.6% | +3.1% | -35.7% | -34.6% |
| YTD | +9.4% | +11.9% | -2.6% | -9.6% |
| 1Y | +7.7% | +12.1% | -4.4% | -10.8% |
| All | +163.4% | +79.1% | +84.2% | -16.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling