+375.6%
AIN vs VOO
+798.5%
-422.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.7% | +1.3% |
| 7D | -4.7% | +0.1% | -4.8% | -4.7% |
| 30D | +13.3% | -3.3% | +16.6% | +17.7% |
| 3M | +12.2% | -2.4% | +14.6% | +15.3% |
| 6M | +13.0% | +2.6% | +10.4% | +9.0% |
| YTD | +40.1% | +11.3% | +28.8% | +23.3% |
| 1Y | +48.1% | +13.4% | +34.6% | +27.3% |
| 3Y | -11.6% | +80.3% | -91.9% | -55.3% |
| 5Y | -14.7% | +72.7% | -87.4% | -54.9% |
| 10Y | +92.4% | +310.0% | -217.6% | -65.9% |
| All | +375.6% | +798.5% | -422.9% | -74.5% |
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