+18.2%
AIFC vs VOO
+77.8%
-59.6%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.6% | -6.6% | -6.4% |
| 7D | -3.7% | +0.5% | -4.2% | -4.3% |
| 30D | +18.2% | -0.9% | +19.1% | +19.7% |
| 3M | -21.2% | +3.9% | -25.1% | -24.8% |
| 6M | -62.3% | +14.5% | -76.9% | -68.0% |
| YTD | -52.7% | +13.0% | -65.7% | -58.9% |
| 1Y | -87.4% | +19.4% | -106.8% | -89.5% |
| All | +18.2% | +77.8% | -59.6% | +34.6% |
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