+61.9%
AII vs VOO
+36.9%
+25.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -0.7% | -0.4% | -0.3% | -0.6% |
| 30D | +26.1% | -1.4% | +27.5% | +26.4% |
| 3M | +54.7% | +3.7% | +51.0% | +53.2% |
| 6M | +44.3% | +13.0% | +31.3% | +36.2% |
| YTD | +31.4% | +12.4% | +18.9% | +24.5% |
| 1Y | +40.0% | +18.6% | +21.4% | +30.7% |
| All | +61.9% | +36.9% | +25.0% | +49.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling