-100.0%
AIRE vs VOO
+89.2%
-189.2%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.6% | +4.6% | +4.9% |
| 7D | +2.6% | +0.5% | +2.1% | +1.7% |
| 30D | +6.8% | -0.9% | +7.8% | +8.7% |
| 3M | -26.1% | +3.9% | -30.0% | -30.5% |
| 6M | -78.2% | +14.5% | -92.7% | -82.4% |
| YTD | -85.0% | +13.0% | -98.0% | -87.5% |
| 1Y | -86.8% | +19.4% | -106.2% | -89.4% |
| All | -100.0% | +89.2% | -189.2% | -100.0% |
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