+652.6%
AIR vs VOO
+806.9%
-154.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -3.0% |
| 7D | +5.0% | -0.9% | +5.9% | +6.3% |
| 30D | +13.5% | -2.3% | +15.9% | +17.2% |
| 3M | -21.5% | -1.2% | -20.3% | -20.3% |
| 6M | -2.9% | +3.3% | -6.2% | -7.0% |
| YTD | +37.9% | +12.3% | +25.6% | +19.0% |
| 1Y | +36.2% | +12.5% | +23.7% | +17.4% |
| 3Y | +78.3% | +79.2% | -0.9% | -17.4% |
| 5Y | +197.1% | +75.7% | +121.4% | +39.2% |
| 10Y | +234.9% | +313.7% | -78.8% | -48.0% |
| All | +652.6% | +806.9% | -154.4% | -68.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling