-83.5%
AIRE price history and return analytics
+23.4%
-106.9%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.0% | +2.3% | +0.3% |
| 7D | -7.1% | +0.1% | -7.2% | -7.3% |
| 30D | +1.3% | +0.8% | +0.5% | -0.9% |
| 3M | -30.5% | +2.8% | -33.3% | -35.7% |
| 6M | -79.2% | +13.0% | -92.2% | -86.0% |
| YTD | -84.9% | +15.4% | -100.3% | -91.0% |
| All | -83.5% | +23.4% | -106.9% | -94.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling