+734.1%
AIR vs VOO
+817.1%
-83.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -13.8% | +0.1% | -13.9% | -13.9% |
| 3M | +9.5% | +2.0% | +7.5% | +6.7% |
| 6M | +6.7% | +13.0% | -6.3% | -8.7% |
| YTD | +52.8% | +13.6% | +39.3% | +30.0% |
| 1Y | +64.1% | +20.1% | +44.0% | +29.8% |
| 3Y | +105.7% | +77.6% | +28.2% | -3.5% |
| 5Y | +275.2% | +82.4% | +192.7% | +66.6% |
| 10Y | +349.6% | +316.8% | +32.8% | -30.9% |
| All | +734.1% | +817.1% | -83.0% | -65.2% |
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