-63.2%
AIRG price history and return analytics
+59.8%
-122.9%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | +1.1% | -7.7% | -7.6% |
| 7D | -9.0% | -0.7% | -8.3% | -8.3% |
| 30D | -5.2% | -1.7% | -3.4% | -3.5% |
| 3M | -27.9% | -2.3% | -25.6% | -26.3% |
| 6M | -45.4% | +1.5% | -46.9% | -46.0% |
| YTD | -5.2% | +12.0% | -17.2% | -14.5% |
| 1Y | -3.4% | +12.9% | -16.3% | -13.5% |
| 3Y | +129.9% | +74.9% | +54.9% | +37.1% |
| 5Y | -63.2% | +59.9% | -123.1% | -75.9% |
| All | -63.2% | +59.8% | -122.9% | -75.9% |
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 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