+29.7%
AIRT price history and return analytics
+74.2%
-44.5%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -0.6% | -3.9% | -4.4% |
| 7D | -6.0% | -0.1% | -5.9% | -6.0% |
| 30D | -5.4% | -0.7% | -4.7% | -5.2% |
| 3M | +37.4% | +4.0% | +33.4% | +35.9% |
| 6M | +45.7% | +12.3% | +33.4% | +41.6% |
| YTD | +60.2% | +14.0% | +46.2% | +55.2% |
| 1Y | +21.9% | +20.3% | +1.6% | +16.9% |
| All | +29.7% | +74.2% | -44.5% | +24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling