+62.4%
AII vs VOO
+38.3%
+24.1%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | +25.2% | +0.1% | +25.2% | +25.2% |
| 3M | +58.9% | +2.0% | +56.9% | +58.7% |
| 6M | +37.0% | +13.0% | +24.0% | +29.9% |
| YTD | +31.8% | +13.6% | +18.2% | +24.7% |
| 1Y | +39.8% | +20.1% | +19.8% | +30.3% |
| All | +62.4% | +38.3% | +24.1% | +49.9% |
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