-91.0%
AIMD vs VOO
+77.4%
-168.4%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.2% |
| 7D | -10.0% | -0.8% | -9.2% | -9.2% |
| 30D | -3.4% | -1.1% | -2.3% | -2.2% |
| 3M | -25.0% | +3.9% | -28.9% | -28.1% |
| 6M | -5.9% | +13.6% | -19.5% | -15.6% |
| YTD | -12.2% | +12.7% | -24.9% | -20.5% |
| 1Y | -60.1% | +17.6% | -77.7% | -64.6% |
| 3Y | -91.0% | +77.3% | -168.3% | -90.4% |
| All | -91.0% | +77.4% | -168.4% | -90.4% |
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