-49.4%
AIRJ vs VT
+11.9%
-61.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.2% |
| 7D | -9.9% | +2.4% | -12.2% | -14.6% |
| 30D | -33.2% | -1.5% | -31.7% | -30.0% |
| 3M | -66.0% | -4.1% | -61.9% | -61.8% |
| 6M | -43.9% | +0.6% | -44.4% | -41.5% |
| YTD | -45.4% | +11.0% | -56.5% | -49.9% |
| 1Y | -49.4% | +13.3% | -62.8% | -55.5% |
| All | -49.4% | +11.9% | -61.3% | -55.5% |
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