-56.9%
AIRJ vs VOO
+79.2%
-136.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.3% |
| 7D | -4.3% | -2.0% | -2.3% | -3.1% |
| 30D | -33.4% | -1.7% | -31.8% | -32.7% |
| 3M | +3.3% | +4.7% | -1.5% | +1.4% |
| 6M | +23.1% | +12.6% | +10.6% | +18.2% |
| YTD | +8.1% | +11.8% | -3.6% | +4.3% |
| 1Y | -8.8% | +17.5% | -26.3% | -13.1% |
| 3Y | -59.8% | +77.0% | -136.8% | -62.9% |
| All | -56.9% | +79.2% | -136.2% | -60.1% |
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