+376.2%
AIRR vs VT
+214.8%
+161.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.1% | -2.9% | -2.0% |
| 7D | -10.9% | -4.2% | -6.7% | -6.1% |
| 30D | -16.2% | -5.8% | -10.4% | -9.7% |
| 3M | -25.8% | -5.2% | -20.5% | -20.6% |
| 6M | -30.7% | +0.1% | -30.8% | -30.5% |
| YTD | -7.8% | +8.2% | -16.0% | -15.5% |
| 1Y | -8.1% | +10.1% | -18.2% | -17.3% |
| 3Y | +83.0% | +69.7% | +13.4% | +0.3% |
| 5Y | +95.2% | +53.4% | +41.8% | +20.8% |
| All | +376.2% | +214.8% | +161.4% | +31.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling