+365.1%
AIN vs VOO
+806.9%
-441.8%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.3% | -2.0% | -2.1% |
| 7D | -4.9% | -0.9% | -4.0% | -3.8% |
| 30D | +12.7% | -2.3% | +15.1% | +15.7% |
| 3M | +9.2% | -1.2% | +10.4% | +10.6% |
| 6M | +12.5% | +3.3% | +9.2% | +7.7% |
| YTD | +37.0% | +12.3% | +24.7% | +19.3% |
| 1Y | +53.2% | +12.5% | +40.7% | +33.1% |
| 3Y | -13.4% | +79.2% | -92.6% | -55.9% |
| 5Y | -16.8% | +75.7% | -92.5% | -56.9% |
| 10Y | +76.2% | +313.7% | -237.5% | -69.1% |
| All | +365.1% | +806.9% | -441.8% | -75.3% |
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