-31.0%
AIIR vs VOO
+27.0%
-57.9%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.8% | -6.4% | -5.5% |
| 7D | -0.7% | -0.8% | +0.1% | -0.7% |
| 30D | +3.7% | -1.1% | +4.8% | +3.6% |
| 3M | +3.6% | +3.9% | -0.3% | +3.9% |
| 6M | -29.2% | +13.6% | -42.8% | -28.7% |
| YTD | -28.9% | +12.7% | -41.6% | -28.5% |
| 1Y | -29.4% | +17.6% | -47.0% | -28.8% |
| All | -31.0% | +27.0% | -57.9% | -29.2% |
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