+110.8%
AIRR price history and return analytics
+57.4%
+53.4%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +2.6% | +2.6% | +1.9% |
| 7D | -1.0% | +0.4% | -1.3% | -1.3% |
| 30D | -5.4% | -2.6% | -2.8% | -2.0% |
| 3M | -20.2% | -3.2% | -16.9% | -16.7% |
| 6M | -23.9% | +0.9% | -24.9% | -24.4% |
| YTD | +0.4% | +11.3% | -11.0% | -11.2% |
| 1Y | +1.5% | +14.0% | -12.5% | -12.6% |
| 3Y | +107.7% | +75.8% | +31.8% | +10.5% |
| 5Y | +110.8% | +57.8% | +53.0% | +26.3% |
| All | +110.8% | +57.4% | +53.4% | +26.3% |
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