+442.7%
AIRT vs VT
+374.2%
+68.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -1.2% | +0.4% | -1.7% | -1.4% |
| 30D | -0.8% | +1.0% | -1.7% | -1.2% |
| 3M | +41.1% | +2.4% | +38.7% | +39.7% |
| 6M | +52.1% | +12.0% | +40.1% | +45.2% |
| YTD | +66.2% | +15.3% | +50.9% | +56.8% |
| 1Y | +45.1% | +22.6% | +22.5% | +33.6% |
| 3Y | +46.7% | +74.7% | -28.0% | +16.2% |
| 5Y | -8.5% | +66.1% | -74.6% | -26.2% |
| 10Y | +136.7% | +225.0% | -88.3% | +54.1% |
| All | +442.7% | +374.2% | +68.5% | +231.8% |
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 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