+456.1%
AIRR vs VOO
+315.3%
+140.8%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.1% |
| 7D | +0.2% | -0.4% | +0.6% | +0.7% |
| 30D | -13.0% | -1.4% | -11.6% | -11.6% |
| 3M | -16.6% | +3.7% | -20.3% | -19.7% |
| 6M | -5.8% | +13.0% | -18.8% | -17.4% |
| YTD | +8.4% | +12.4% | -4.0% | -4.3% |
| 1Y | +18.3% | +18.6% | -0.3% | -1.3% |
| 3Y | +100.9% | +78.1% | +22.8% | +8.9% |
| 5Y | +158.1% | +82.3% | +75.8% | +36.2% |
| 10Y | +456.1% | +322.5% | +133.6% | +9.6% |
| All | +456.1% | +315.3% | +140.8% | +9.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling