-31.6%
AIRG vs VOO
+314.6%
-346.3%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.6% | +4.7% | +4.7% |
| 7D | +9.0% | +0.5% | +8.4% | +8.4% |
| 30D | -1.1% | -0.9% | -0.2% | -0.2% |
| 3M | -21.5% | +3.9% | -25.4% | -24.4% |
| 6M | +32.4% | +14.5% | +17.9% | +16.1% |
| YTD | +34.7% | +13.0% | +21.8% | +19.7% |
| 1Y | +26.9% | +19.4% | +7.5% | +6.5% |
| 3Y | +19.4% | +78.9% | -59.4% | -33.7% |
| 5Y | -60.7% | +82.3% | -143.0% | -78.8% |
| 10Y | -60.7% | +314.2% | -374.9% | -95.1% |
| All | -31.6% | +314.6% | -346.3% | -91.5% |
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