-55.9%
AIMD vs VOO
+20.9%
-76.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.4% | +2.9% | +3.6% |
| 7D | +13.5% | +0.1% | +13.4% | +13.1% |
| 30D | +12.7% | +0.1% | +12.6% | +12.3% |
| 3M | -28.3% | +2.0% | -30.3% | -31.9% |
| 6M | +6.0% | +13.0% | -7.1% | -21.2% |
| YTD | -2.4% | +13.6% | -16.0% | -28.4% |
| 1Y | -55.9% | +20.1% | -76.0% | -72.3% |
| All | -55.9% | +20.9% | -76.8% | -72.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling