-100.0%
AIXC vs VOO
+336.0%
-436.0%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -1.1% | +10.5% | +9.9% |
| 7D | -11.5% | +0.1% | -11.6% | -11.4% |
| 30D | -15.3% | +4.0% | -19.4% | -17.2% |
| 3M | -15.3% | +4.0% | -19.4% | -17.2% |
| 6M | -9.4% | +9.4% | -18.8% | -13.4% |
| YTD | -50.4% | +12.8% | -63.3% | -53.0% |
| 1Y | -68.9% | +16.8% | -85.7% | -71.0% |
| 3Y | -97.4% | +81.9% | -179.4% | -98.0% |
| 5Y | -99.8% | +83.6% | -183.4% | -99.8% |
| 10Y | -100.0% | +322.3% | -422.3% | -100.0% |
| All | -100.0% | +336.0% | -436.0% | -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 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