-40.6%
AIFA vs VOO
+75.9%
-116.5%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +4.1% |
| 7D | +2.0% | -2.0% | +4.0% | +4.5% |
| 30D | -2.5% | -1.7% | -0.9% | -0.6% |
| 3M | +46.0% | +4.7% | +41.2% | +37.7% |
| 6M | +66.1% | +12.6% | +53.6% | +47.3% |
| YTD | +31.8% | +11.8% | +20.0% | +17.7% |
| 1Y | -41.6% | +17.5% | -59.2% | -50.0% |
| All | -40.6% | +75.9% | -116.5% | -70.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling