+185.2%
AIS vs VOO
+29.4%
+155.9%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.8% | +1.9% | +1.1% |
| 7D | +1.7% | -0.8% | +2.5% | +3.3% |
| 30D | +0.6% | -1.1% | +1.7% | +2.7% |
| 3M | -6.1% | +3.9% | -10.0% | -11.7% |
| 6M | +59.9% | +13.6% | +46.2% | +31.3% |
| YTD | +89.5% | +12.7% | +76.8% | +58.3% |
| 1Y | +116.3% | +17.6% | +98.7% | +70.5% |
| All | +185.2% | +29.4% | +155.9% | +102.9% |
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 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