+818.4%
VOO vs AIG
+227.6%
+590.8%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -0.9% | -0.6% |
| 7D | -0.4% | -1.4% | +1.1% | +0.1% |
| 30D | -1.4% | -3.3% | +1.9% | -0.3% |
| 3M | +3.7% | +2.2% | +1.5% | +2.7% |
| 6M | +13.0% | -2.1% | +15.2% | +13.3% |
| YTD | +12.4% | -11.2% | +23.6% | +16.1% |
| 1Y | +18.6% | -2.1% | +20.7% | +17.9% |
| 3Y | +78.1% | +34.4% | +43.7% | +56.9% |
| 5Y | +82.3% | +53.7% | +28.5% | +50.6% |
| 10Y | +322.5% | +64.4% | +258.1% | +211.3% |
| All | +818.4% | +227.6% | +590.8% | +380.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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