-88.8%
AI vs VOO
+123.2%
-212.0%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.3% |
| 7D | -1.3% | -0.4% | -1.0% | -0.5% |
| 30D | -0.2% | -1.4% | +1.2% | +2.9% |
| 3M | -3.8% | +3.7% | -7.5% | -11.0% |
| 6M | +12.0% | +13.0% | -1.1% | -13.6% |
| YTD | -23.0% | +12.4% | -35.4% | -39.3% |
| 1Y | -34.1% | +18.6% | -52.6% | -53.0% |
| 3Y | -63.0% | +78.1% | -141.0% | -88.5% |
| 5Y | -79.5% | +82.3% | -161.8% | -93.2% |
| All | -88.8% | +123.2% | -212.0% | -97.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling