-99.3%
AIOS vs VOO
+292.5%
-391.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.1% | -4.2% |
| 7D | -8.8% | +3.3% | -12.0% | -11.1% |
| 30D | -29.8% | -2.7% | -27.1% | -28.3% |
| 3M | -34.9% | -1.7% | -33.2% | -34.0% |
| 6M | -52.9% | +3.1% | -56.0% | -54.2% |
| YTD | -62.1% | +11.9% | -74.0% | -65.1% |
| 1Y | -89.0% | +12.1% | -101.1% | -90.0% |
| 3Y | -82.3% | +78.6% | -160.8% | -87.8% |
| 5Y | -99.5% | +73.8% | -173.3% | -99.7% |
| All | -99.3% | +292.5% | -391.8% | -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