+209.3%
AIR vs VOO
+311.2%
-101.9%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.8% | -4.7% |
| 7D | +3.6% | +3.3% | +0.3% | -0.6% |
| 30D | +9.0% | -2.7% | +11.6% | +13.0% |
| 3M | -26.9% | -1.7% | -25.2% | -25.2% |
| 6M | -2.9% | +3.1% | -6.0% | -6.7% |
| YTD | +30.8% | +11.9% | +18.8% | +13.5% |
| 1Y | +29.4% | +12.1% | +17.3% | +12.3% |
| 3Y | +69.0% | +78.6% | -9.6% | -20.5% |
| 5Y | +183.4% | +73.8% | +109.6% | +37.0% |
| All | +209.3% | +311.2% | -101.9% | -52.3% |
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