-66.6%
AIRG vs VT
+215.5%
-282.2%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.0% | +1.0% |
| 7D | -3.5% | -2.3% | -1.1% | -1.0% |
| 30D | -1.9% | -5.0% | +3.0% | +3.5% |
| 3M | -29.1% | -4.9% | -24.2% | -25.3% |
| 6M | -42.7% | -1.5% | -41.2% | -41.7% |
| YTD | -0.5% | +8.5% | -9.0% | -8.9% |
| 1Y | -0.7% | +11.4% | -12.1% | -11.8% |
| 3Y | +29.5% | +70.1% | -40.6% | -27.8% |
| 5Y | -64.0% | +53.7% | -117.7% | -77.4% |
| All | -66.6% | +215.5% | -282.2% | -95.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling