-87.0%
AIFC vs VOO
+17.3%
-104.3%
-91.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +1.6% |
| 7D | -10.5% | -2.0% | -8.5% | -5.5% |
| 30D | +21.4% | -1.7% | +23.1% | +26.8% |
| 3M | -21.5% | +4.7% | -26.3% | -31.0% |
| 6M | -63.6% | +12.6% | -76.1% | -73.0% |
| YTD | -53.6% | +11.8% | -65.4% | -64.6% |
| 1Y | -87.0% | +17.5% | -104.6% | -91.5% |
| All | -87.0% | +17.3% | -104.3% | -91.5% |
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 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