+111.6%
AIRR price history and return analytics
+59.5%
+52.1%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +0.4% |
| 7D | +2.4% | -0.7% | +3.1% | +3.5% |
| 30D | -3.2% | -1.7% | -1.4% | -0.8% |
| 3M | -18.9% | -2.3% | -16.6% | -16.3% |
| 6M | -23.5% | +1.5% | -25.0% | -24.5% |
| YTD | +1.5% | +12.0% | -10.5% | -11.0% |
| 1Y | +2.1% | +12.9% | -10.8% | -11.1% |
| 3Y | +107.1% | +74.9% | +32.1% | +10.6% |
| All | +111.6% | +59.5% | +52.1% | +25.9% |
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