-79.7%
AI vs VT
+66.2%
-145.9%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | -0.7% | +0.4% | -1.1% | -1.6% |
| 30D | +5.5% | +1.0% | +4.6% | +3.3% |
| 3M | -1.1% | +2.4% | -3.5% | -6.9% |
| 6M | +12.6% | +12.0% | +0.6% | -14.1% |
| YTD | -22.4% | +15.3% | -37.7% | -44.4% |
| 1Y | -32.3% | +22.6% | -54.9% | -57.4% |
| 3Y | -66.5% | +74.7% | -141.2% | -90.4% |
| All | -79.7% | +66.2% | -145.9% | -92.4% |
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 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