+199.6%
AIR price history and return analytics
+57.4%
+142.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +2.6% | +4.2% | +3.6% |
| 7D | +10.4% | +0.4% | +10.0% | +10.0% |
| 30D | +16.1% | -2.6% | +18.7% | +20.1% |
| 3M | -18.5% | -3.2% | -15.2% | -15.1% |
| 6M | -1.0% | +0.9% | -1.9% | -1.8% |
| YTD | +40.9% | +11.3% | +29.6% | +25.3% |
| 1Y | +41.5% | +14.0% | +27.5% | +22.7% |
| 3Y | +86.7% | +75.8% | +10.9% | +1.9% |
| 5Y | +199.6% | +57.8% | +141.7% | +89.4% |
| All | +199.6% | +57.4% | +142.2% | +89.4% |
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