-60.7%
AIRG vs VOO
+80.3%
-141.0%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +2.2% |
| 7D | +2.3% | -2.0% | +4.3% | +3.9% |
| 30D | +0.6% | -1.7% | +2.2% | +1.9% |
| 3M | -20.0% | +4.7% | -24.7% | -22.9% |
| 6M | +33.3% | +12.6% | +20.7% | +21.4% |
| YTD | +32.3% | +11.8% | +20.5% | +21.2% |
| 1Y | +28.9% | +17.5% | +11.4% | +13.3% |
| 3Y | +17.2% | +77.0% | -59.7% | -25.7% |
| 5Y | -60.7% | +82.6% | -143.2% | -75.3% |
| All | -60.7% | +80.3% | -141.0% | -75.3% |
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