+452.6%
AIRR vs VT
+224.5%
+228.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -0.7% | +0.4% | -1.1% | -1.2% |
| 30D | -10.9% | +1.0% | -11.9% | -11.9% |
| 3M | -17.5% | +2.4% | -19.9% | -19.6% |
| 6M | -7.8% | +12.0% | -19.8% | -19.1% |
| YTD | +10.6% | +15.3% | -4.7% | -6.2% |
| 1Y | +18.3% | +22.6% | -4.3% | -6.5% |
| 3Y | +96.8% | +74.7% | +22.2% | +4.0% |
| 5Y | +157.3% | +66.1% | +91.2% | +44.6% |
| All | +452.6% | +224.5% | +228.1% | +44.6% |
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