+164.3%
AIO vs VOO
+177.3%
-13.0%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.5% |
| 7D | +8.7% | +3.3% | +5.5% | +5.3% |
| 30D | -2.4% | -2.7% | +0.3% | +0.5% |
| 3M | -7.7% | -1.7% | -5.9% | -5.8% |
| 6M | -4.0% | +3.1% | -7.1% | -6.5% |
| YTD | +18.3% | +11.9% | +6.4% | +6.2% |
| 1Y | +14.1% | +12.1% | +2.0% | +2.4% |
| 3Y | +96.4% | +78.6% | +17.8% | +11.7% |
| 5Y | +58.5% | +73.8% | -15.3% | -7.2% |
| All | +164.3% | +177.3% | -13.0% | -1.6% |
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