-88.7%
AI vs VT
+97.8%
-186.4%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -13.9% |
| YTD | -22.4% | +15.3% | -37.7% | -44.2% |
| 1Y | -32.3% | +22.6% | -54.9% | -57.2% |
| 3Y | -66.5% | +74.7% | -141.2% | -90.2% |
| 5Y | -79.3% | +66.1% | -145.5% | -92.3% |
| All | -88.7% | +97.8% | -186.4% | -97.0% |
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