+104.6%
AIBU vs VT
+41.8%
+62.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.0% |
| 7D | -11.9% | -2.3% | -9.6% | -4.7% |
| 30D | -32.3% | -5.0% | -27.3% | -19.1% |
| 3M | -20.9% | -4.9% | -16.0% | -5.1% |
| 6M | -16.3% | -1.5% | -14.8% | -7.4% |
| YTD | +4.0% | +8.5% | -4.5% | -13.4% |
| 1Y | -6.2% | +11.4% | -17.5% | -27.4% |
| All | +104.6% | +41.8% | +62.9% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling