-88.7%
AI vs VOO
+125.5%
-214.2%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.7% | -3.2% |
| 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% | -5.4% |
| 6M | +12.6% | +13.0% | -0.4% | -13.1% |
| YTD | -22.4% | +13.6% | -36.0% | -40.1% |
| 1Y | -32.3% | +20.1% | -52.4% | -53.0% |
| 3Y | -66.5% | +77.6% | -144.1% | -89.5% |
| 5Y | -79.3% | +82.4% | -161.8% | -93.2% |
| All | -88.7% | +125.5% | -214.2% | -97.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling