-98.9%
AIOS vs VOO
+296.1%
-395.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.6% | +4.3% | +4.2% |
| 7D | -1.3% | +0.5% | -1.9% | -1.7% |
| 30D | +5.0% | -0.9% | +5.9% | +5.8% |
| 3M | -5.9% | +3.9% | -9.8% | -9.3% |
| 6M | -13.4% | +14.5% | -27.9% | -21.7% |
| YTD | -40.9% | +13.0% | -53.8% | -45.9% |
| 1Y | -82.4% | +19.4% | -101.8% | -84.6% |
| 3Y | -77.1% | +78.9% | -156.0% | -84.2% |
| 5Y | -99.3% | +82.3% | -181.6% | -99.5% |
| All | -98.9% | +296.1% | -395.0% | -99.6% |
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 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