+245.2%
AIR price history and return analytics
+217.6%
+27.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.2% |
| 7D | +6.4% | -0.1% | +6.6% | +6.7% |
| 30D | +15.1% | -3.1% | +18.2% | +20.7% |
| 3M | -19.0% | -3.5% | -15.5% | -14.6% |
| 6M | -1.8% | +0.5% | -2.3% | -2.3% |
| YTD | +39.6% | +10.8% | +28.9% | +21.4% |
| 1Y | +38.8% | +11.9% | +26.9% | +19.1% |
| 3Y | +80.5% | +73.0% | +7.5% | -18.6% |
| 5Y | +197.2% | +58.6% | +138.6% | +52.7% |
| 10Y | +245.2% | +219.2% | +26.0% | -30.1% |
| All | +245.2% | +217.6% | +27.6% | -30.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling