+74.4%
AII vs VOO
+35.8%
+38.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | +3.6% | +2.6% | +1.0% | +2.9% |
| 30D | +1.3% | -2.0% | +3.3% | +1.8% |
| 3M | +16.3% | -2.8% | +19.1% | +17.0% |
| 6M | +65.5% | +2.2% | +63.3% | +64.3% |
| YTD | +41.5% | +11.5% | +30.0% | +34.4% |
| 1Y | +18.9% | +13.5% | +5.4% | +11.7% |
| All | +74.4% | +35.8% | +38.6% | +61.6% |
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