-87.2%
AI vs VOO
+120.1%
-207.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.3% | -1.0% | -0.6% |
| 7D | +2.6% | -0.6% | +3.2% | +3.7% |
| 30D | +2.7% | -3.6% | +6.3% | +10.9% |
| 3M | +13.8% | -2.7% | +16.6% | +20.5% |
| 6M | +20.0% | +2.2% | +17.7% | +14.2% |
| YTD | -12.2% | +10.9% | -23.1% | -28.9% |
| 1Y | -26.4% | +11.3% | -37.7% | -40.7% |
| 3Y | -55.7% | +76.9% | -132.6% | -86.2% |
| 5Y | -74.3% | +73.5% | -147.8% | -90.7% |
| All | -87.2% | +120.1% | -207.3% | -97.2% |
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 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