+352.2%
AIVC vs VOO
+354.1%
-1.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | -0.1% | -2.0% | +1.8% | +2.1% |
| 30D | -0.8% | -1.7% | +0.8% | +1.1% |
| 3M | +2.7% | +4.7% | -2.0% | -2.0% |
| 6M | +55.3% | +12.6% | +42.7% | +37.9% |
| YTD | +61.8% | +11.8% | +50.1% | +45.3% |
| 1Y | +80.4% | +17.5% | +62.9% | +54.0% |
| 3Y | +199.5% | +77.0% | +122.5% | +70.0% |
| 5Y | +101.6% | +82.6% | +19.0% | +12.7% |
| 10Y | +316.4% | +320.0% | -3.6% | +4.1% |
| All | +352.2% | +354.1% | -1.9% | +6.5% |
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