+154.8%
AEIS vs VOO
+74.6%
+80.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -0.6% |
| 7D | +23.2% | +3.3% | +20.0% | +16.9% |
| 30D | -17.0% | -2.7% | -14.3% | -11.9% |
| 3M | -32.2% | -1.7% | -30.4% | -29.1% |
| 6M | -32.6% | +3.1% | -35.7% | -34.0% |
| YTD | +9.4% | +11.9% | -2.6% | -5.9% |
| 1Y | +7.7% | +12.1% | -4.4% | -7.2% |
| 3Y | +157.9% | +78.6% | +79.4% | +16.0% |
| 5Y | +154.8% | +73.8% | +81.0% | +22.2% |
| All | +154.8% | +74.6% | +80.2% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling