-95.0%
AIRS vs VT
+58.5%
-153.6%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -0.6% | -10.1% | -9.3% |
| 7D | -50.0% | +2.9% | -52.9% | -53.0% |
| 30D | -55.6% | -2.5% | -53.0% | -52.2% |
| 3M | -77.8% | -3.3% | -74.5% | -75.3% |
| 6M | -82.7% | +1.5% | -84.2% | -82.4% |
| YTD | -63.6% | +11.4% | -75.0% | -69.5% |
| 1Y | -88.2% | +11.9% | -100.1% | -90.1% |
| 3Y | -87.1% | +73.9% | -161.0% | -95.3% |
| 5Y | -95.0% | +57.9% | -152.9% | -97.2% |
| All | -95.0% | +58.5% | -153.6% | -97.2% |
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