+42.0%
AIRT vs VT
+13.3%
+28.7%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.2% |
| 7D | +4.2% | -0.7% | +4.9% | +4.5% |
| 30D | -2.4% | -1.7% | -0.7% | -1.5% |
| 3M | -5.1% | -2.3% | -2.8% | -4.0% |
| 6M | +40.6% | +1.5% | +39.1% | +40.2% |
| YTD | +56.5% | +12.0% | +44.5% | +49.0% |
| 1Y | +42.0% | +12.9% | +29.1% | +34.1% |
| All | +42.0% | +13.3% | +28.7% | +34.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling