-99.0%
AIIO vs VOO
+246.2%
-345.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -0.6% | +6.5% | +6.3% |
| 7D | -4.9% | +0.5% | -5.4% | -5.2% |
| 30D | -34.6% | -0.9% | -33.6% | -34.3% |
| 3M | -27.8% | +3.9% | -31.7% | -29.2% |
| 6M | -31.3% | +14.5% | -45.9% | -34.9% |
| YTD | -68.0% | +13.0% | -81.0% | -69.5% |
| 1Y | -93.0% | +19.4% | -112.5% | -93.5% |
| 3Y | -99.0% | +78.9% | -177.9% | -99.2% |
| 5Y | -99.0% | +82.3% | -181.3% | -99.2% |
| All | -99.0% | +246.2% | -345.2% | -99.1% |
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