+187.2%
AIS vs VOO
+29.7%
+157.5%
-34.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.0% | +3.5% |
| 7D | +8.4% | +0.5% | +7.9% | +7.2% |
| 30D | +4.5% | -0.9% | +5.4% | +6.4% |
| 3M | -2.7% | +3.9% | -6.6% | -8.4% |
| 6M | +72.0% | +14.5% | +57.4% | +39.4% |
| YTD | +90.7% | +13.0% | +77.8% | +58.6% |
| 1Y | +131.5% | +19.4% | +112.1% | +78.0% |
| All | +187.2% | +29.7% | +157.5% | +103.3% |
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