+361.1%
AIR vs VOO
+325.3%
+35.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | -0.3% |
| 7D | -0.8% | -0.8% | -0.1% | +0.2% |
| 30D | -15.3% | -1.1% | -14.2% | -14.1% |
| 3M | -1.4% | +3.9% | -5.3% | -6.2% |
| 6M | +15.8% | +13.6% | +2.2% | -1.5% |
| YTD | +51.6% | +12.7% | +38.9% | +30.4% |
| 1Y | +66.6% | +17.6% | +49.0% | +35.8% |
| 3Y | +112.0% | +77.3% | +34.7% | +0.6% |
| 5Y | +290.9% | +84.1% | +206.8% | +73.3% |
| All | +361.1% | +325.3% | +35.8% | -29.5% |
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