-92.7%
AIFC vs VOO
+81.6%
-174.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.5% | -1.3% |
| 7D | -3.8% | -0.4% | -3.4% | -3.1% |
| 30D | +21.4% | -1.4% | +22.8% | +23.8% |
| 3M | -25.0% | +3.7% | -28.7% | -28.4% |
| 6M | -64.1% | +13.0% | -77.1% | -69.4% |
| YTD | -53.6% | +12.4% | -66.1% | -59.8% |
| 1Y | -87.3% | +18.6% | -105.9% | -89.6% |
| 3Y | +21.4% | +78.1% | -56.6% | -39.3% |
| 5Y | -92.7% | +82.3% | -175.0% | -96.3% |
| All | -92.7% | +81.6% | -174.3% | -96.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling