-49.6%
AIRJ vs VT
+12.0%
-61.6%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.5% | -7.3% | -6.6% |
| 7D | -4.0% | -0.1% | -3.9% | -3.1% |
| 30D | -34.1% | -3.1% | -31.0% | -28.0% |
| 3M | -59.9% | -3.5% | -56.4% | -55.6% |
| 6M | -33.0% | +0.5% | -33.4% | -29.9% |
| YTD | -39.6% | +10.8% | -50.4% | -45.1% |
| All | -49.6% | +12.0% | -61.6% | -54.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling