-80.2%
AISP vs VOO
+94.8%
-175.0%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.0% |
| 7D | -5.4% | -0.8% | -4.6% | -4.9% |
| 30D | -6.3% | -1.1% | -5.2% | -5.7% |
| 3M | -36.8% | +3.9% | -40.7% | -38.1% |
| 6M | -30.5% | +13.6% | -44.1% | -34.6% |
| YTD | -32.9% | +12.7% | -45.6% | -36.5% |
| 1Y | -57.5% | +17.6% | -75.1% | -60.3% |
| 3Y | -81.9% | +77.3% | -159.2% | -83.3% |
| 5Y | -79.9% | +84.1% | -164.0% | -81.5% |
| All | -80.2% | +94.8% | -175.0% | -81.9% |
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