-26.6%
AIIR vs VOO
+25.6%
-52.2%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | -0.4% | -7.0% | -7.3% |
| 7D | +3.2% | +2.6% | +0.6% | +3.3% |
| 30D | +3.1% | -2.0% | +5.1% | +3.1% |
| 3M | +9.1% | -2.8% | +11.8% | +8.9% |
| 6M | -35.6% | +2.2% | -37.8% | -35.4% |
| YTD | -24.4% | +11.5% | -35.9% | -23.9% |
| 1Y | -24.5% | +13.5% | -38.0% | -23.9% |
| All | -26.6% | +25.6% | -52.2% | -24.7% |
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