-99.3%
AIOS vs VOO
+290.2%
-389.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.3% | -5.4% | -4.9% |
| 7D | -11.1% | +0.1% | -11.2% | -11.2% |
| 30D | -26.8% | -3.3% | -23.5% | -24.9% |
| 3M | -30.5% | -2.4% | -28.1% | -29.1% |
| 6M | -55.9% | +2.6% | -58.5% | -57.0% |
| YTD | -60.8% | +11.3% | -72.1% | -63.8% |
| 1Y | -88.6% | +13.4% | -102.0% | -89.6% |
| 3Y | -81.8% | +80.3% | -162.1% | -87.5% |
| 5Y | -99.7% | +72.7% | -172.4% | -99.8% |
| All | -99.3% | +290.2% | -389.5% | -99.8% |
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