-99.8%
AIFU vs VOO
+82.8%
-182.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.5% | +0.8% | -14.3% | -14.0% |
| 7D | -42.8% | -0.8% | -42.0% | -42.4% |
| 30D | -70.8% | -1.1% | -69.7% | -70.4% |
| 3M | -81.0% | +3.9% | -84.8% | -81.3% |
| 6M | -71.9% | +13.6% | -85.5% | -74.1% |
| YTD | -80.0% | +12.7% | -92.7% | -81.3% |
| 1Y | -91.6% | +17.6% | -109.2% | -92.4% |
| 3Y | -99.6% | +77.3% | -177.0% | -99.7% |
| All | -99.8% | +82.8% | -182.6% | -99.9% |
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