-88.8%
AIFC vs VOO
+14.7%
-103.5%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +1.6% | -5.8% | -8.0% |
| 7D | -11.5% | -0.7% | -10.8% | -9.9% |
| 30D | -51.1% | -1.1% | -50.0% | -49.6% |
| 3M | -45.2% | -0.3% | -44.9% | -44.9% |
| 6M | -72.3% | +7.4% | -79.6% | -76.8% |
| YTD | -79.1% | +13.4% | -92.4% | -84.2% |
| 1Y | -88.8% | +14.8% | -103.6% | -92.0% |
| All | -88.8% | +14.7% | -103.5% | -92.0% |
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