+1,926.0%
AEIS vs VOO
+817.1%
+1,108.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.4% | +2.8% | +3.0% |
| 7D | +3.0% | +0.1% | +2.9% | +2.8% |
| 30D | -14.6% | +0.1% | -14.7% | -14.7% |
| 3M | -12.4% | +2.0% | -14.5% | -13.8% |
| 6M | -15.0% | +13.0% | -28.0% | -28.3% |
| YTD | +34.3% | +13.6% | +20.7% | +12.7% |
| 1Y | +87.4% | +20.1% | +67.3% | +45.4% |
| 3Y | +139.8% | +77.6% | +62.2% | +7.6% |
| 5Y | +220.7% | +82.4% | +138.3% | +40.9% |
| 10Y | +531.6% | +316.8% | +214.8% | -11.0% |
| All | +1,926.0% | +817.1% | +1,108.9% | -21.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling