-81.9%
AISP vs VOO
+77.4%
-159.3%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -4.6% |
| 7D | -5.4% | -0.8% | -4.6% | -4.5% |
| 30D | -6.3% | -1.1% | -5.2% | -5.0% |
| 3M | -36.8% | +3.9% | -40.7% | -39.7% |
| 6M | -30.5% | +13.6% | -44.1% | -39.7% |
| YTD | -32.9% | +12.7% | -45.6% | -40.9% |
| 1Y | -57.5% | +17.6% | -75.1% | -63.7% |
| 3Y | -81.9% | +77.3% | -159.2% | -81.0% |
| All | -81.9% | +77.4% | -159.3% | -81.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling