+296.5%
AIR vs VOO
+82.3%
+214.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.9% |
| 7D | +5.0% | +0.5% | +4.5% | +4.4% |
| 30D | -8.6% | -0.9% | -7.7% | -7.7% |
| 3M | +14.0% | +3.9% | +10.1% | +9.4% |
| 6M | +20.5% | +14.5% | +5.9% | +4.4% |
| YTD | +57.9% | +13.0% | +45.0% | +39.0% |
| 1Y | +74.8% | +19.4% | +55.4% | +45.5% |
| 3Y | +126.1% | +78.9% | +47.3% | +27.5% |
| 5Y | +296.5% | +82.3% | +214.2% | +121.1% |
| All | +296.5% | +82.3% | +214.2% | +121.1% |
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