+29.9%
AIRG vs VOO
+18.2%
+11.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.2% |
| 7D | +2.7% | -0.8% | +3.4% | +3.2% |
| 30D | +1.9% | -1.1% | +3.0% | +2.6% |
| 3M | -20.0% | +3.9% | -23.9% | -21.8% |
| 6M | +35.1% | +13.6% | +21.5% | +29.7% |
| YTD | +32.8% | +12.7% | +20.0% | +27.8% |
| 1Y | +29.9% | +17.6% | +12.3% | +19.6% |
| All | +29.9% | +18.2% | +11.7% | +19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling