-57.5%
AIXC vs VOO
+20.9%
-78.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.2% | +2.8% |
| 7D | -9.5% | +0.1% | -9.6% | -10.0% |
| 30D | -8.0% | +0.1% | -8.1% | -9.1% |
| 3M | -45.0% | +2.0% | -47.1% | -47.5% |
| 6M | -37.0% | +13.0% | -50.0% | -53.7% |
| YTD | -69.7% | +13.6% | -83.3% | -77.5% |
| 1Y | -57.5% | +20.1% | -77.6% | -80.9% |
| All | -57.5% | +20.9% | -78.5% | -80.9% |
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 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