-85.5%
AIFC vs VOO
+20.9%
-106.4%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -0.8% |
| 7D | -5.1% | +0.1% | -5.2% | -5.2% |
| 30D | +33.3% | +0.1% | +33.3% | +32.9% |
| 3M | -22.2% | +2.0% | -24.2% | -25.7% |
| 6M | -63.6% | +13.0% | -76.7% | -72.8% |
| YTD | -49.1% | +13.6% | -62.7% | -62.5% |
| 1Y | -85.5% | +20.1% | -105.6% | -89.8% |
| All | -85.5% | +20.9% | -106.4% | -89.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling