-80.9%
AIRG vs VT
+222.7%
-303.6%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | -7.0% | +2.9% | -9.9% | -9.7% |
| 30D | -12.1% | -2.5% | -9.6% | -9.6% |
| 3M | -29.9% | -3.3% | -26.5% | -27.2% |
| 6M | -46.5% | +1.5% | -48.0% | -47.2% |
| YTD | -8.6% | +11.4% | -20.0% | -18.6% |
| 1Y | -2.9% | +11.9% | -14.8% | -14.0% |
| 3Y | +121.5% | +73.9% | +47.6% | +21.9% |
| 5Y | -65.2% | +57.9% | -123.1% | -78.9% |
| All | -80.9% | +222.7% | -303.6% | -98.1% |
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 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