+197.2%
AIR vs VOO
+72.8%
+124.4%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.3% | -0.5% | -0.5% |
| 7D | +6.4% | -0.6% | +7.0% | +7.2% |
| 30D | +15.1% | -3.6% | +18.8% | +20.1% |
| 3M | -19.0% | -2.7% | -16.3% | -16.4% |
| 6M | -1.8% | +2.2% | -4.1% | -4.0% |
| YTD | +39.6% | +10.9% | +28.7% | +25.5% |
| 1Y | +38.8% | +11.3% | +27.4% | +24.4% |
| 3Y | +80.5% | +76.9% | +3.6% | +3.1% |
| 5Y | +197.2% | +73.5% | +123.7% | +72.3% |
| All | +197.2% | +72.8% | +124.4% | +72.3% |
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 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