+141.7%
AIRT vs VOO
+325.3%
-183.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.8% | +4.3% | +4.6% |
| 7D | -3.3% | -0.8% | -2.6% | -2.9% |
| 30D | +13.7% | -1.1% | +14.7% | +14.4% |
| 3M | +39.5% | +3.9% | +35.6% | +36.4% |
| 6M | +37.1% | +13.6% | +23.5% | +27.4% |
| YTD | +60.7% | +12.7% | +48.0% | +49.8% |
| 1Y | +22.3% | +17.6% | +4.7% | +11.2% |
| 3Y | +30.1% | +77.3% | -47.2% | -9.9% |
| 5Y | -20.9% | +84.1% | -105.0% | -46.8% |
| All | +141.7% | +325.3% | -183.6% | +5.3% |
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