-4.5%
AIRT vs VT
+53.4%
-57.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -0.7% | -2.3% | +1.6% | +0.5% |
| 30D | -9.8% | -5.0% | -4.8% | -7.4% |
| 3M | -19.1% | -4.9% | -14.3% | -17.0% |
| 6M | +30.8% | -1.5% | +32.3% | +31.9% |
| YTD | +45.0% | +8.5% | +36.5% | +38.8% |
| 1Y | +25.6% | +11.4% | +14.2% | +18.4% |
| 3Y | +21.8% | +70.1% | -48.3% | -13.1% |
| All | -4.5% | +53.4% | -57.9% | -24.4% |
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