-100.0%
AIXC vs VOO
+321.7%
-421.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -0.6% | +5.4% | +5.1% |
| 7D | +6.3% | -2.0% | +8.3% | +7.3% |
| 30D | -7.3% | -1.7% | -5.6% | -6.7% |
| 3M | -42.6% | +4.7% | -47.4% | -43.6% |
| 6M | -37.8% | +12.6% | -50.4% | -40.4% |
| YTD | -68.4% | +11.8% | -80.1% | -69.5% |
| 1Y | -60.1% | +17.5% | -77.7% | -62.2% |
| 3Y | -98.5% | +77.0% | -175.5% | -98.7% |
| 5Y | -99.9% | +82.6% | -182.5% | -99.9% |
| All | -100.0% | +321.7% | -421.7% | -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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling