+406.5%
AIA vs VOO
+807.8%
-401.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.4% | -0.4% |
| 7D | +3.1% | -0.4% | +3.4% | +3.4% |
| 30D | +6.2% | -1.4% | +7.5% | +7.5% |
| 3M | +5.0% | +3.7% | +1.3% | +1.8% |
| 6M | +30.9% | +13.0% | +17.9% | +18.1% |
| YTD | +47.1% | +12.4% | +34.6% | +33.5% |
| 1Y | +64.5% | +18.6% | +45.9% | +42.5% |
| 3Y | +169.9% | +78.1% | +91.9% | +61.5% |
| 5Y | +93.4% | +82.3% | +11.1% | +12.4% |
| 10Y | +261.2% | +322.5% | -61.3% | -10.5% |
| All | +406.5% | +807.8% | -401.4% | -46.9% |
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