-78.1%
AIBD vs VOO
+48.2%
-126.4%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +1.4% |
| 7D | +1.9% | -2.0% | +3.9% | -4.3% |
| 30D | +2.3% | -1.7% | +4.0% | -2.4% |
| 3M | -13.6% | +4.7% | -18.3% | +3.1% |
| 6M | -45.2% | +12.6% | -57.7% | -15.0% |
| YTD | -35.8% | +11.8% | -47.5% | -0.5% |
| 1Y | -37.7% | +17.5% | -55.2% | +15.3% |
| All | -78.1% | +48.2% | -126.4% | -2.9% |
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