+922.9%
AIR vs VT
+374.2%
+548.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -5.0% | +0.4% | -5.4% | -5.5% |
| 30D | -13.8% | +1.0% | -14.8% | -14.9% |
| 3M | +9.5% | +2.4% | +7.1% | +6.4% |
| 6M | +6.7% | +12.0% | -5.3% | -6.7% |
| YTD | +52.8% | +15.3% | +37.5% | +28.9% |
| 1Y | +64.1% | +22.6% | +41.5% | +28.3% |
| 3Y | +105.7% | +74.7% | +31.1% | +3.2% |
| 5Y | +275.2% | +66.1% | +209.0% | +99.9% |
| 10Y | +349.6% | +225.0% | +124.6% | +17.5% |
| All | +922.9% | +374.2% | +548.7% | +97.7% |
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