-99.9%
AIXC vs VOO
+81.6%
-181.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.5% | +2.8% | +2.7% |
| 7D | -8.4% | -0.4% | -8.1% | -8.3% |
| 30D | -10.5% | -1.4% | -9.1% | -9.7% |
| 3M | -44.8% | +3.7% | -48.6% | -46.2% |
| 6M | -41.7% | +13.0% | -54.7% | -46.4% |
| YTD | -69.8% | +12.4% | -82.3% | -72.0% |
| 1Y | -59.2% | +18.6% | -77.8% | -63.3% |
| 3Y | -98.5% | +78.1% | -176.6% | -99.0% |
| 5Y | -99.9% | +82.3% | -182.2% | -99.9% |
| All | -99.9% | +81.6% | -181.5% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling