+33.0%
AIFD vs VOO
+15.1%
+17.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.3% | +0.8% |
| 7D | +4.8% | -0.4% | +5.2% | +5.5% |
| 30D | +0.6% | -1.4% | +2.0% | +3.5% |
| 3M | +1.1% | +3.7% | -2.6% | -5.6% |
| 6M | +33.0% | +13.0% | +19.9% | +8.5% |
| All | +33.0% | +15.1% | +17.9% | +8.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling