-94.7%
AIFA vs VOO
+244.3%
-339.0%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.9% | -4.0% |
| 7D | +2.4% | +0.5% | +1.8% | +1.9% |
| 30D | +50.7% | -0.9% | +51.7% | +51.7% |
| 3M | +44.3% | +3.9% | +40.4% | +40.1% |
| 6M | +66.7% | +14.5% | +52.1% | +51.7% |
| YTD | +28.8% | +13.0% | +15.9% | +18.5% |
| 1Y | -48.4% | +19.4% | -67.8% | -54.2% |
| 3Y | -43.3% | +78.9% | -122.1% | -62.0% |
| 5Y | -72.7% | +82.3% | -155.0% | -82.1% |
| All | -94.7% | +244.3% | -339.0% | -97.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling