+324.1%
AIN vs VOO
+817.1%
-493.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | +7.5% | +0.1% | +7.4% | +7.5% |
| 30D | +1.5% | +0.1% | +1.5% | +1.6% |
| 3M | -8.3% | +2.0% | -10.3% | -10.8% |
| 6M | +7.4% | +13.0% | -5.6% | -7.0% |
| YTD | +25.0% | +13.6% | +11.4% | +7.6% |
| 1Y | +1.8% | +20.1% | -18.3% | -17.9% |
| 3Y | -29.9% | +77.6% | -107.5% | -63.8% |
| 5Y | -13.7% | +82.4% | -96.2% | -57.2% |
| 10Y | +64.0% | +316.8% | -252.9% | -71.3% |
| All | +324.1% | +817.1% | -493.0% | -77.8% |
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