+129.9%
AIRT price history and return analytics
+226.9%
-96.9%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.9% | -3.7% | -4.0% |
| 7D | -11.4% | -2.0% | -9.4% | -10.2% |
| 30D | -7.3% | -1.4% | -5.9% | -6.6% |
| 3M | +31.1% | +4.7% | +26.4% | +27.1% |
| 6M | +39.0% | +11.4% | +27.7% | +29.5% |
| YTD | +52.9% | +13.1% | +39.8% | +40.8% |
| 1Y | +16.3% | +19.0% | -2.7% | +3.6% |
| 3Y | +30.4% | +73.9% | -43.6% | -12.0% |
| 5Y | -24.7% | +65.4% | -90.1% | -47.5% |
| All | +129.9% | +226.9% | -96.9% | +2.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling