-76.3%
AI vs VOO
+67.9%
-144.2%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.1% |
| 7D | -1.4% | -2.7% | +1.4% | +4.4% |
| 30D | +4.1% | -5.4% | +9.5% | +17.0% |
| 3M | +18.6% | -4.1% | +22.6% | +29.3% |
| 6M | +21.8% | +0.7% | +21.0% | +19.5% |
| YTD | -13.3% | +8.7% | -22.0% | -27.0% |
| 1Y | -23.0% | +11.0% | -34.0% | -37.8% |
| 3Y | -56.7% | +75.5% | -132.1% | -86.7% |
| All | -76.3% | +67.9% | -144.2% | -91.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling