-78.4%
AIBD vs VOO
+50.7%
-129.0%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | -0.5% |
| 7D | -0.4% | +0.1% | -0.5% | +0.1% |
| 30D | -1.1% | +0.1% | -1.2% | -0.3% |
| 3M | +1.7% | +2.0% | -0.3% | +13.2% |
| 6M | -45.8% | +13.0% | -58.8% | -14.6% |
| YTD | -36.5% | +13.6% | -50.1% | +3.4% |
| 1Y | -44.2% | +20.1% | -64.3% | +10.2% |
| All | -78.4% | +50.7% | -129.0% | +0.9% |
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 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