-94.5%
AIFA vs VOO
+246.2%
-340.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.4% | +4.7% | +4.6% |
| 7D | +12.4% | +0.1% | +12.3% | +12.3% |
| 30D | +87.6% | +0.1% | +87.5% | +87.4% |
| 3M | +31.8% | +2.0% | +29.7% | +30.2% |
| 6M | +61.6% | +13.0% | +48.5% | +48.5% |
| YTD | +34.8% | +13.6% | +21.2% | +23.4% |
| 1Y | -48.2% | +20.1% | -68.3% | -54.2% |
| 3Y | -46.4% | +77.6% | -123.9% | -64.0% |
| 5Y | -73.6% | +82.4% | -156.0% | -82.7% |
| All | -94.5% | +246.2% | -340.7% | -97.4% |
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