-94.6%
AIFA vs VOO
+243.5%
-338.2%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.7% |
| 7D | -2.2% | -0.8% | -1.4% | -1.6% |
| 30D | +11.9% | -1.1% | +13.0% | +12.8% |
| 3M | +38.5% | +3.9% | +34.6% | +34.4% |
| 6M | +72.8% | +13.6% | +59.2% | +58.1% |
| YTD | +31.8% | +12.7% | +19.1% | +21.4% |
| 1Y | -43.3% | +17.6% | -60.9% | -49.1% |
| 3Y | -40.6% | +77.3% | -117.9% | -60.0% |
| 5Y | -71.9% | +84.1% | -156.0% | -81.8% |
| All | -94.6% | +243.5% | -338.2% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling