-79.4%
AIFF vs VOO
+812.0%
-891.4%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | +3.7% | +0.5% | +3.2% | +3.5% |
| 30D | -7.5% | -0.9% | -6.6% | -7.0% |
| 3M | -30.6% | +3.9% | -34.5% | -31.9% |
| 6M | -40.0% | +14.5% | -54.5% | -43.9% |
| YTD | +26.1% | +13.0% | +13.2% | +19.1% |
| 1Y | -58.1% | +19.4% | -77.5% | -61.3% |
| 3Y | -87.7% | +78.9% | -166.5% | -90.2% |
| 5Y | -98.8% | +82.3% | -181.0% | -99.0% |
| 10Y | -75.3% | +314.2% | -389.5% | -84.2% |
| All | -79.4% | +812.0% | -891.4% | -90.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling