+164.9%
AEIS vs VOO
+75.9%
+89.0%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -2.9% |
| 7D | -0.2% | -2.0% | +1.8% | +4.1% |
| 30D | -16.4% | -1.7% | -14.7% | -13.4% |
| 3M | -11.1% | +4.7% | -15.9% | -17.8% |
| 6M | -12.0% | +12.6% | -24.6% | -29.2% |
| YTD | +30.9% | +11.8% | +19.1% | +7.3% |
| 1Y | +74.3% | +17.5% | +56.8% | +30.8% |
| All | +164.9% | +75.9% | +89.0% | -1.0% |
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