+209.8%
AIR vs VOO
+309.6%
-99.8%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.5% | +0.7% |
| 7D | -0.7% | +2.6% | -3.3% | -3.9% |
| 30D | +11.7% | -2.0% | +13.7% | +14.7% |
| 3M | -24.4% | -2.8% | -21.6% | -21.5% |
| 6M | +0.9% | +2.2% | -1.3% | -1.8% |
| YTD | +31.0% | +11.5% | +19.4% | +14.2% |
| 1Y | +35.4% | +13.5% | +21.9% | +15.5% |
| 3Y | +66.8% | +78.1% | -11.3% | -21.3% |
| 5Y | +183.8% | +73.1% | +110.7% | +37.9% |
| All | +209.8% | +309.6% | -99.8% | -52.0% |
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 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