-81.6%
AIRS vs VT
+67.1%
-148.7%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | 0.0% | +10.1% | +10.1% |
| 7D | +7.5% | +0.4% | +7.1% | +6.6% |
| 30D | -43.5% | +1.0% | -44.5% | -44.2% |
| 3M | -51.1% | +2.4% | -53.4% | -52.7% |
| 6M | +52.3% | +12.0% | +40.3% | +21.5% |
| YTD | +41.2% | +15.3% | +25.8% | +6.7% |
| 1Y | -52.6% | +22.6% | -75.2% | -68.0% |
| 3Y | -63.4% | +74.7% | -138.0% | -87.1% |
| All | -81.6% | +67.1% | -148.7% | -91.7% |
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