+82.3%
VOO vs AEIS
+238.7%
-156.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.7% | -0.2% |
| 7D | -0.4% | +6.5% | -6.8% | -1.9% |
| 30D | -1.4% | -9.2% | +7.8% | +0.5% |
| 3M | +3.7% | -8.3% | +12.1% | +3.6% |
| 6M | +13.0% | -6.3% | +19.4% | +10.6% |
| YTD | +12.4% | +36.5% | -24.1% | -2.4% |
| 1Y | +18.6% | +84.8% | -66.2% | -7.3% |
| 3Y | +78.1% | +176.6% | -98.5% | +16.5% |
| 5Y | +82.3% | +237.1% | -154.8% | +5.5% |
| All | +82.3% | +238.7% | -156.5% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 5y: compounded portfolio wealth divided by compounded AEIS 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…
5y analysis · Full analysis span regression · 6 months rolling