+430.4%
AIRR vs VT
+240.3%
+190.1%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +2.8% | -1.6% | +4.4% | +4.8% |
| 30D | -4.8% | -2.5% | -2.3% | -1.7% |
| 3M | -15.5% | -1.3% | -14.2% | -14.0% |
| 6M | -20.1% | +3.1% | -23.2% | -22.6% |
| YTD | +3.4% | +10.9% | -7.5% | -7.8% |
| 1Y | +2.0% | +12.1% | -10.1% | -10.0% |
| 3Y | +105.3% | +73.9% | +31.4% | +10.3% |
| 5Y | +126.3% | +58.0% | +68.4% | +36.3% |
| 10Y | +446.0% | +225.5% | +220.5% | +48.4% |
| All | +430.4% | +240.3% | +190.1% | +35.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling