-61.8%
AIRG price history and return analytics
+65.7%
-127.5%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.8% | -2.9% |
| 7D | +5.2% | -0.1% | +5.3% | +5.3% |
| 30D | -3.5% | -0.7% | -2.8% | -2.8% |
| 3M | -22.8% | +4.0% | -26.8% | -25.5% |
| 6M | +30.7% | +12.3% | +18.4% | +17.6% |
| YTD | +30.0% | +14.0% | +16.0% | +15.4% |
| 1Y | +25.3% | +20.3% | +5.0% | +5.6% |
| 3Y | +15.3% | +75.4% | -60.2% | -31.6% |
| 5Y | -61.8% | +66.0% | -127.8% | -75.7% |
| All | -61.8% | +65.7% | -127.5% | -75.7% |
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