-78.4%
AIBD vs VT
+50.7%
-129.1%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.6% |
| 7D | -0.4% | +0.4% | -0.9% | +1.2% |
| 30D | -1.1% | +1.0% | -2.1% | +2.6% |
| 3M | +1.7% | +2.4% | -0.6% | +14.5% |
| 6M | -45.8% | +12.0% | -57.8% | -17.0% |
| YTD | -36.5% | +15.3% | -51.9% | +8.3% |
| 1Y | -44.2% | +22.6% | -66.8% | +17.7% |
| All | -78.4% | +50.7% | -129.1% | +0.9% |
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