-50.4%
AIRG vs VOO
+309.4%
-359.8%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | -0.4% | +7.4% | +7.4% |
| 7D | -1.7% | +2.6% | -4.3% | -4.1% |
| 30D | -2.0% | -2.0% | 0.0% | 0.0% |
| 3M | -23.2% | -2.8% | -20.4% | -21.1% |
| 6M | -40.3% | +2.2% | -42.5% | -41.4% |
| YTD | -2.2% | +11.5% | -13.7% | -12.1% |
| 1Y | +29.3% | +13.5% | +15.8% | +13.8% |
| 3Y | +88.2% | +78.1% | +10.1% | +6.2% |
| 5Y | -62.8% | +73.1% | -135.9% | -78.8% |
| 10Y | -74.0% | +310.7% | -384.7% | -96.9% |
| All | -50.4% | +309.4% | -359.8% | -93.8% |
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