+159.6%
AIRR vs VOO
+82.6%
+77.0%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.4% |
| 7D | -0.7% | +0.1% | -0.8% | -0.8% |
| 30D | -10.9% | +0.1% | -11.0% | -11.0% |
| 3M | -17.5% | +2.0% | -19.5% | -19.2% |
| 6M | -7.8% | +13.0% | -20.8% | -19.4% |
| YTD | +10.6% | +13.6% | -2.9% | -3.8% |
| 1Y | +18.3% | +20.1% | -1.8% | -3.0% |
| 3Y | +96.8% | +77.6% | +19.3% | +8.0% |
| All | +159.6% | +82.6% | +77.0% | +38.1% |
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