-57.5%
AIFC vs VOO
+79.1%
-136.6%
-98.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | -0.3% | -10.2% | -9.9% |
| 7D | +6.2% | +3.3% | +3.0% | +1.1% |
| 30D | -59.5% | -2.7% | -56.8% | -56.3% |
| 3M | -59.5% | -1.7% | -57.8% | -57.1% |
| 6M | -81.1% | +3.1% | -84.2% | -81.2% |
| YTD | -84.5% | +11.9% | -96.5% | -86.2% |
| 1Y | -92.3% | +12.1% | -104.3% | -93.1% |
| All | -57.5% | +79.1% | -136.6% | -31.1% |
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