-50.1%
AIRG vs VT
+206.0%
-256.1%
-94.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -4.1% | -1.6% | -1.3% |
| 7D | -4.5% | -4.2% | -0.4% | -0.1% |
| 30D | -5.2% | -5.8% | +0.6% | +1.2% |
| 3M | -30.2% | -5.2% | -25.0% | -26.1% |
| 6M | -44.0% | +0.1% | -44.2% | -44.1% |
| YTD | -1.7% | +8.2% | -10.0% | -10.0% |
| 1Y | -3.9% | +10.1% | -14.0% | -13.8% |
| 3Y | +27.1% | +69.7% | -42.6% | -30.1% |
| 5Y | -64.4% | +53.4% | -117.8% | -77.9% |
| 10Y | -66.7% | +219.2% | -285.9% | -95.3% |
| All | -50.1% | +206.0% | -256.1% | -91.8% |
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