-75.2%
AI vs VT
+59.7%
-134.9%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.7% | +1.9% | -0.2% |
| 7D | -3.0% | -0.3% | -2.7% | -2.3% |
| 30D | +7.8% | -1.4% | +9.3% | +11.4% |
| 3M | +19.0% | -1.4% | +20.4% | +22.5% |
| 6M | +29.7% | +5.5% | +24.3% | +13.9% |
| YTD | -11.3% | +12.8% | -24.1% | -33.3% |
| 1Y | -24.2% | +15.4% | -39.6% | -45.8% |
| 3Y | -58.2% | +76.9% | -135.0% | -88.5% |
| All | -75.2% | +59.7% | -134.9% | -90.8% |
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 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