+18.6%
AIRT vs VT
+75.6%
-57.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.5% |
| 7D | +4.2% | -0.7% | +4.9% | +4.4% |
| 30D | -2.4% | -1.7% | -0.7% | -1.9% |
| 3M | -5.1% | -2.3% | -2.8% | -4.5% |
| 6M | +40.6% | +1.5% | +39.1% | +40.3% |
| YTD | +56.5% | +12.0% | +44.5% | +52.8% |
| 1Y | +42.0% | +12.9% | +29.1% | +38.3% |
| All | +18.6% | +75.6% | -57.0% | +31.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling