-98.6%
AIXC vs VOO
+79.1%
-177.7%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.1% |
| 7D | -11.5% | +0.5% | -12.1% | -12.2% |
| 30D | -16.1% | -0.9% | -15.1% | -15.5% |
| 3M | -46.5% | +3.9% | -50.4% | -48.3% |
| 6M | -37.3% | +14.5% | -51.8% | -44.1% |
| YTD | -70.5% | +13.0% | -83.5% | -73.2% |
| 1Y | -60.1% | +19.4% | -79.5% | -64.9% |
| 3Y | -98.6% | +78.9% | -177.4% | -98.9% |
| All | -98.6% | +79.1% | -177.7% | -98.9% |
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 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