-88.1%
AIFF vs VOO
+75.9%
-164.0%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.7% |
| 7D | -2.7% | -2.0% | -0.7% | -0.2% |
| 30D | -6.1% | -1.7% | -4.5% | -4.0% |
| 3M | -33.1% | +4.7% | -37.9% | -37.1% |
| 6M | -43.4% | +12.6% | -55.9% | -51.4% |
| YTD | +21.6% | +11.8% | +9.8% | +6.2% |
| 1Y | -59.8% | +17.5% | -77.3% | -66.9% |
| All | -88.1% | +75.9% | -164.0% | -92.1% |
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