-30.6%
AIIR vs VOO
+26.7%
-57.3%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +1.7% |
| 7D | -1.6% | -0.4% | -1.2% | -1.6% |
| 30D | +7.0% | -1.4% | +8.4% | +6.8% |
| 3M | +7.6% | +3.7% | +3.9% | +8.0% |
| 6M | -29.0% | +13.0% | -42.0% | -28.6% |
| YTD | -28.6% | +12.4% | -41.0% | -28.2% |
| 1Y | -29.1% | +18.6% | -47.7% | -28.4% |
| All | -30.6% | +26.7% | -57.3% | -28.9% |
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