+882.8%
AIZ vs VOO
+802.4%
+80.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.7% |
| 7D | -2.3% | -2.0% | -0.4% | -0.7% |
| 30D | +0.2% | -1.7% | +1.8% | +1.5% |
| 3M | +9.5% | +4.7% | +4.8% | +5.0% |
| 6M | +28.7% | +12.6% | +16.2% | +15.7% |
| YTD | +17.9% | +11.8% | +6.1% | +6.4% |
| 1Y | +36.1% | +17.5% | +18.6% | +17.3% |
| 3Y | +112.6% | +77.0% | +35.6% | +26.6% |
| 5Y | +81.9% | +82.6% | -0.6% | +3.2% |
| 10Y | +281.3% | +320.0% | -38.7% | -4.4% |
| All | +882.8% | +802.4% | +80.4% | +7.3% |
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