+744.6%
AIR vs VT
+345.0%
+399.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.1% | +0.2% | +1.3% |
| 7D | 0.0% | -4.2% | +4.1% | +5.5% |
| 30D | +0.4% | -5.8% | +6.2% | +8.4% |
| 3M | -28.8% | -5.2% | -23.6% | -23.8% |
| 6M | -6.6% | +0.1% | -6.8% | -6.5% |
| YTD | +26.2% | +8.2% | +18.0% | +15.4% |
| 1Y | +25.0% | +10.1% | +14.9% | +12.0% |
| 3Y | +66.0% | +69.7% | -3.7% | -13.5% |
| 5Y | +165.2% | +53.4% | +111.9% | +56.5% |
| 10Y | +237.1% | +219.2% | +17.9% | -9.3% |
| All | +744.6% | +345.0% | +399.6% | +77.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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