-82.4%
AIOS vs VOO
+19.5%
-101.8%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +4.4% |
| 7D | -1.3% | +0.5% | -1.9% | -1.9% |
| 30D | +5.0% | -0.9% | +5.9% | +6.1% |
| 3M | -5.9% | +3.9% | -9.8% | -10.8% |
| 6M | -13.4% | +14.5% | -27.9% | -30.5% |
| YTD | -40.9% | +13.0% | -53.8% | -51.7% |
| 1Y | -82.4% | +19.4% | -101.8% | -87.6% |
| All | -82.4% | +19.5% | -101.8% | -87.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling