+153.7%
AIRT price history and return analytics
+221.8%
-68.1%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +9.0% | +2.4% | +6.6% | +7.4% |
| 30D | +0.8% | -1.5% | +2.3% | +1.8% |
| 3M | +4.1% | -4.1% | +8.2% | +7.0% |
| 6M | +42.0% | +0.6% | +41.4% | +41.4% |
| YTD | +58.1% | +11.0% | +47.0% | +47.4% |
| 1Y | +43.8% | +13.3% | +30.4% | +32.3% |
| 3Y | +19.8% | +73.4% | -53.6% | -19.1% |
| 5Y | +3.7% | +57.4% | -53.7% | -25.1% |
| All | +153.7% | +221.8% | -68.1% | +4.8% |
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