+165.4%
AIBU vs VOO
+49.8%
+115.6%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.6% | +3.8% |
| 7D | +7.0% | +0.5% | +6.5% | +5.2% |
| 30D | -1.6% | -0.9% | -0.6% | +1.7% |
| 3M | +2.4% | +3.9% | -1.5% | -7.3% |
| 6M | +65.8% | +14.5% | +51.2% | +14.0% |
| YTD | +34.9% | +13.0% | +21.9% | -2.1% |
| 1Y | +39.2% | +19.4% | +19.8% | -12.8% |
| All | +165.4% | +49.8% | +115.6% | -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