-75.9%
AIRJ vs VT
+61.7%
-137.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.6% | +0.2% | +13.3% | +13.4% |
| 7D | -6.1% | -2.3% | -3.8% | -4.4% |
| 30D | -35.2% | -5.0% | -30.2% | -32.7% |
| 3M | -57.3% | -4.9% | -52.5% | -55.7% |
| 6M | -31.9% | -1.5% | -30.3% | -29.8% |
| YTD | -39.5% | +8.5% | -48.0% | -39.7% |
| 1Y | -50.0% | +11.4% | -61.4% | -50.6% |
| 3Y | -77.6% | +70.1% | -147.7% | -78.6% |
| All | -75.9% | +61.7% | -137.6% | -76.8% |
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 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