+69.0%
AIN vs VOO
+315.3%
-246.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.5% | -2.4% | -2.3% |
| 7D | +3.1% | -0.4% | +3.4% | +3.5% |
| 30D | -0.2% | -1.4% | +1.2% | +1.4% |
| 3M | -12.4% | +3.7% | -16.1% | -16.1% |
| 6M | +8.8% | +13.0% | -4.2% | -4.6% |
| YTD | +21.2% | +12.4% | +8.8% | +6.9% |
| 1Y | +2.5% | +18.6% | -16.1% | -14.7% |
| 3Y | -26.5% | +78.1% | -104.6% | -59.7% |
| 5Y | -17.2% | +82.3% | -99.5% | -55.8% |
| 10Y | +69.0% | +322.5% | -253.6% | -66.4% |
| All | +69.0% | +315.3% | -246.4% | -66.4% |
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