+63.7%
AII vs VOO
+37.5%
+26.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +0.9% |
| 7D | +2.1% | +0.5% | +1.6% | +2.1% |
| 30D | +24.8% | -0.9% | +25.7% | +25.0% |
| 3M | +56.2% | +3.9% | +52.3% | +54.8% |
| 6M | +41.8% | +14.5% | +27.3% | +33.1% |
| YTD | +32.8% | +13.0% | +19.8% | +25.7% |
| 1Y | +41.3% | +19.4% | +21.9% | +31.8% |
| All | +63.7% | +37.5% | +26.1% | +51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling