-81.5%
AIOS vs VOO
+21.4%
-102.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +2.4% |
| 7D | -20.8% | +0.3% | -21.1% | -20.9% |
| 30D | +12.6% | +0.2% | +12.4% | +12.3% |
| 3M | -14.3% | +2.8% | -17.1% | -16.2% |
| 6M | +8.9% | +14.3% | -5.4% | -13.2% |
| YTD | -37.9% | +14.0% | -52.0% | -49.8% |
| All | -81.5% | +21.4% | -102.9% | -87.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling