+29.5%
AII vs VOO
+14.7%
+14.8%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.6% | -2.7% | -1.3% |
| 7D | +4.0% | -0.7% | +4.8% | +4.2% |
| 30D | +14.3% | -1.1% | +15.3% | +14.5% |
| 3M | +39.2% | -0.3% | +39.6% | +39.2% |
| 6M | +53.8% | +7.4% | +46.4% | +47.6% |
| YTD | +47.6% | +13.4% | +34.3% | +36.5% |
| 1Y | +29.5% | +14.8% | +14.7% | +17.0% |
| All | +29.5% | +14.7% | +14.8% | +17.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling