-99.0%
AIOS vs VOO
+298.3%
-397.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | -0.4% | -7.8% | -7.9% |
| 7D | -26.8% | +0.1% | -26.9% | -26.7% |
| 30D | +0.7% | +0.1% | +0.7% | +0.8% |
| 3M | -22.4% | +2.0% | -24.4% | -23.9% |
| 6M | -4.3% | +13.0% | -17.4% | -12.8% |
| YTD | -43.0% | +13.6% | -56.6% | -48.1% |
| 1Y | -83.0% | +20.1% | -103.1% | -85.3% |
| 3Y | -76.9% | +77.6% | -154.5% | -84.1% |
| 5Y | -99.4% | +82.4% | -181.8% | -99.6% |
| All | -99.0% | +298.3% | -397.2% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling