+338.0%
AIQ vs VOO
+221.5%
+116.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.4% |
| 7D | -0.5% | -0.8% | +0.2% | +0.4% |
| 30D | +0.3% | -1.1% | +1.4% | +1.6% |
| 3M | 0.0% | +3.9% | -3.8% | -3.8% |
| 6M | +28.2% | +13.6% | +14.5% | +12.0% |
| YTD | +25.8% | +12.7% | +13.1% | +11.1% |
| 1Y | +35.7% | +17.6% | +18.1% | +14.7% |
| 3Y | +123.8% | +77.3% | +46.5% | +22.3% |
| 5Y | +104.7% | +84.1% | +20.6% | +9.3% |
| All | +338.0% | +221.5% | +116.4% | +39.1% |
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