-73.8%
AIB vs VOO
+13.1%
-86.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | -0.4% | -8.0% | -7.2% |
| 7D | +5.6% | +2.6% | +3.0% | -3.1% |
| 30D | -38.7% | -2.0% | -36.7% | -34.6% |
| 3M | -58.2% | -2.8% | -55.5% | -53.2% |
| 6M | -33.9% | +2.2% | -36.1% | -34.7% |
| All | -73.8% | +13.1% | -86.9% | -82.2% |
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 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