+121.3%
AIS vs VOO
+21.4%
+99.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.7% | -2.5% |
| 7D | -3.9% | +0.3% | -4.2% | -4.7% |
| 30D | -3.8% | +0.2% | -4.0% | -4.4% |
| 3M | -18.6% | +2.8% | -21.4% | -23.3% |
| 6M | +56.0% | +14.3% | +41.7% | +16.3% |
| YTD | +77.9% | +14.0% | +63.9% | +33.3% |
| All | +121.3% | +21.4% | +99.9% | +50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling