+482.2%
AIRT vs VOO
+812.0%
-329.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.3% |
| 7D | +0.3% | +0.5% | -0.3% | 0.0% |
| 30D | +0.2% | -0.9% | +1.2% | +0.7% |
| 3M | +42.5% | +3.9% | +38.6% | +39.7% |
| 6M | +53.4% | +14.5% | +38.9% | +43.3% |
| YTD | +67.9% | +13.0% | +55.0% | +57.8% |
| 1Y | +26.2% | +19.4% | +6.7% | +15.2% |
| 3Y | +43.2% | +78.9% | -35.7% | +4.3% |
| 5Y | -20.8% | +82.3% | -103.1% | -43.1% |
| 10Y | +134.7% | +314.2% | -179.6% | +19.7% |
| All | +482.2% | +812.0% | -329.8% | +134.3% |
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 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