+175.9%
AIO vs VOO
+176.9%
-0.9%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -2.0% | -2.0% | 0.0% | 0.0% |
| 30D | -2.4% | -1.7% | -0.8% | -0.7% |
| 3M | +0.7% | +4.7% | -4.0% | -3.7% |
| 6M | +20.3% | +12.6% | +7.7% | +7.2% |
| YTD | +23.5% | +11.8% | +11.8% | +10.9% |
| 1Y | +18.1% | +17.5% | +0.6% | +1.0% |
| 3Y | +90.2% | +77.0% | +13.2% | +9.0% |
| 5Y | +69.6% | +82.6% | -12.9% | -5.4% |
| All | +175.9% | +176.9% | -0.9% | +2.7% |
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