+177.7%
AIS vs VOO
+28.3%
+149.4%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -2.4% |
| 7D | +3.7% | -2.0% | +5.6% | +7.7% |
| 30D | +2.2% | -1.7% | +3.9% | +5.5% |
| 3M | -0.8% | +4.7% | -5.6% | -7.9% |
| 6M | +58.1% | +12.6% | +45.5% | +32.2% |
| YTD | +84.4% | +11.8% | +72.7% | +56.6% |
| 1Y | +116.1% | +17.5% | +98.6% | +71.0% |
| All | +177.7% | +28.3% | +149.4% | +100.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling