-75.3%
AIB vs VT
+11.9%
-87.2%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.8% | +1.7% | -19.5% | -23.3% |
| 7D | -35.6% | -0.3% | -35.3% | -35.4% |
| 30D | -55.9% | -1.4% | -54.4% | -53.8% |
| 3M | -65.8% | -1.4% | -64.4% | -63.4% |
| 6M | -41.4% | +5.5% | -46.8% | -47.2% |
| All | -75.3% | +11.9% | -87.2% | -82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling