-76.3%
AIBD vs VOO
+47.9%
-124.2%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +2.2% |
| 7D | -7.9% | +2.6% | -10.4% | +0.4% |
| 30D | +16.9% | -2.0% | +18.9% | +12.8% |
| 3M | +15.4% | -2.8% | +18.1% | +10.2% |
| 6M | -5.8% | +2.2% | -7.9% | +9.7% |
| YTD | -30.4% | +11.5% | -41.9% | +11.2% |
| 1Y | -27.9% | +13.5% | -41.4% | +22.6% |
| All | -76.3% | +47.9% | -124.2% | +8.5% |
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