+153.7%
AIRT vs VT
+222.7%
-69.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.4% |
| 7D | +7.3% | +2.9% | +4.4% | +5.4% |
| 30D | -3.2% | -2.5% | -0.7% | -1.7% |
| 3M | +11.8% | -3.3% | +15.1% | +14.3% |
| 6M | +42.0% | +1.5% | +40.5% | +40.6% |
| YTD | +58.1% | +11.4% | +46.7% | +47.1% |
| 1Y | +44.2% | +11.9% | +32.3% | +33.9% |
| 3Y | +33.9% | +73.9% | -40.0% | -9.7% |
| 5Y | +3.7% | +57.9% | -54.1% | -25.3% |
| All | +153.7% | +222.7% | -69.0% | +4.6% |
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