+385.0%
AIRR vs VOO
+317.9%
+67.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.3% | +2.8% | +2.5% |
| 7D | -1.0% | +0.1% | -1.0% | -1.0% |
| 30D | -5.4% | -3.3% | -2.0% | -1.5% |
| 3M | -20.2% | -2.4% | -17.8% | -17.8% |
| 6M | -23.9% | +2.6% | -26.5% | -25.7% |
| YTD | +0.4% | +11.3% | -10.9% | -10.2% |
| 1Y | +1.5% | +13.4% | -12.0% | -11.0% |
| 3Y | +107.7% | +80.3% | +27.4% | +11.3% |
| 5Y | +110.8% | +72.7% | +38.1% | +18.3% |
| 10Y | +385.0% | +310.0% | +74.9% | -2.3% |
| All | +385.0% | +317.9% | +67.1% | -2.3% |
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