-62.1%
AI vs VOO
+80.9%
-143.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.7% | -3.3% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | +5.5% | +0.1% | +5.5% | +5.6% |
| 3M | -1.1% | +2.0% | -3.1% | -5.2% |
| 6M | +12.6% | +13.0% | -0.4% | -12.4% |
| YTD | -22.4% | +13.6% | -36.0% | -39.6% |
| 1Y | -32.3% | +20.1% | -52.4% | -52.3% |
| All | -62.1% | +80.9% | -143.0% | -88.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling