+373.5%
AIRT vs VT
+346.0%
+27.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | -0.7% | -2.3% | +1.6% | +0.2% |
| 30D | -9.8% | -5.0% | -4.8% | -8.0% |
| 3M | -19.1% | -4.9% | -14.3% | -17.5% |
| 6M | +30.8% | -1.5% | +32.3% | +31.6% |
| YTD | +45.0% | +8.5% | +36.5% | +40.3% |
| 1Y | +25.6% | +11.4% | +14.2% | +20.2% |
| 3Y | +21.8% | +70.1% | -48.3% | -2.4% |
| 5Y | -0.6% | +53.7% | -54.3% | -17.3% |
| 10Y | +133.0% | +220.0% | -86.9% | +53.8% |
| All | +373.5% | +346.0% | +27.4% | +196.9% |
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