-53.9%
AIRJ vs VT
+71.0%
-124.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | +0.1% |
| 7D | +4.6% | +1.0% | +3.6% | +4.0% |
| 30D | -23.0% | -0.2% | -22.7% | -22.8% |
| 3M | -1.7% | +4.5% | -6.3% | -3.5% |
| 6M | +29.9% | +14.1% | +15.9% | +24.1% |
| YTD | +15.7% | +14.8% | +1.0% | +10.6% |
| 1Y | -3.8% | +21.2% | -25.0% | -9.2% |
| 3Y | -57.0% | +76.6% | -133.6% | -60.5% |
| All | -53.9% | +71.0% | -124.9% | -57.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling