-55.3%
AIRJ vs VOO
+80.3%
-135.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.8% |
| 7D | -0.2% | -0.4% | +0.1% | 0.0% |
| 30D | -25.5% | -1.4% | -24.1% | -24.8% |
| 3M | -0.5% | +3.7% | -4.2% | -1.8% |
| 6M | +25.9% | +13.0% | +12.9% | +20.6% |
| YTD | +12.2% | +12.4% | -0.3% | +7.9% |
| 1Y | -5.6% | +18.6% | -24.2% | -10.4% |
| 3Y | -58.3% | +78.1% | -136.4% | -61.6% |
| All | -55.3% | +80.3% | -135.6% | -58.8% |
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