-99.8%
AIFU vs VOO
+802.4%
-902.2%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.7% | -0.6% | -19.1% | -19.2% |
| 7D | -46.5% | -2.0% | -44.5% | -45.6% |
| 30D | -66.5% | -1.7% | -64.8% | -65.8% |
| 3M | -75.4% | +4.7% | -80.1% | -76.0% |
| 6M | -66.8% | +12.6% | -79.4% | -69.5% |
| YTD | -76.8% | +11.8% | -88.6% | -78.5% |
| 1Y | -90.1% | +17.5% | -107.6% | -91.1% |
| 3Y | -99.6% | +77.0% | -176.5% | -99.7% |
| 5Y | -99.8% | +82.6% | -182.3% | -99.8% |
| 10Y | -99.5% | +320.0% | -419.5% | -99.8% |
| All | -99.8% | +802.4% | -902.2% | -100.0% |
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