-79.3%
AISP vs VOO
+94.4%
-173.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.5% | -1.9% | -2.1% |
| 7D | -4.7% | -0.4% | -4.3% | -4.5% |
| 30D | 0.0% | -1.4% | +1.4% | +0.8% |
| 3M | -28.5% | +3.7% | -32.2% | -29.9% |
| 6M | -24.3% | +13.0% | -37.3% | -28.6% |
| YTD | -29.8% | +12.4% | -42.2% | -33.4% |
| 1Y | -53.1% | +18.6% | -71.7% | -56.2% |
| 3Y | -81.0% | +78.1% | -159.1% | -82.5% |
| 5Y | -79.0% | +82.3% | -161.2% | -80.5% |
| All | -79.3% | +94.4% | -173.6% | -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 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