-87.7%
AI vs VT
+85.6%
-173.3%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -4.1% | -0.8% | +4.2% |
| 7D | -6.5% | -4.2% | -2.3% | +2.7% |
| 30D | +1.2% | -5.8% | +7.0% | +15.5% |
| 3M | +14.8% | -5.2% | +20.1% | +28.9% |
| 6M | +20.9% | +0.1% | +20.8% | +19.2% |
| YTD | -15.6% | +8.2% | -23.8% | -30.3% |
| 1Y | -29.2% | +10.1% | -39.3% | -43.6% |
| 3Y | -60.2% | +69.7% | -129.9% | -87.8% |
| 5Y | -76.4% | +53.4% | -129.8% | -89.7% |
| All | -87.7% | +85.6% | -173.3% | -96.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling