+1,370.5%
AIT vs VOO
+807.8%
+562.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | 0.0% |
| 7D | +1.7% | -0.4% | +2.1% | +2.1% |
| 30D | -9.1% | -1.4% | -7.7% | -7.6% |
| 3M | +0.8% | +3.7% | -2.9% | -3.5% |
| 6M | +21.8% | +13.0% | +8.7% | +5.5% |
| YTD | +27.1% | +12.4% | +14.7% | +10.8% |
| 1Y | +25.0% | +18.6% | +6.4% | +2.3% |
| 3Y | +110.8% | +78.1% | +32.8% | +10.2% |
| 5Y | +291.7% | +82.3% | +209.4% | +97.2% |
| 10Y | +694.0% | +322.5% | +371.4% | +53.4% |
| All | +1,370.5% | +807.8% | +562.6% | +0.7% |
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 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