+120.0%
AIBU vs VT
+45.1%
+75.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.2% |
| 7D | +7.5% | +2.4% | +5.2% | +0.2% |
| 30D | -19.1% | -1.5% | -17.6% | -13.7% |
| 3M | -20.2% | -4.1% | -16.1% | -6.5% |
| 6M | -10.3% | +0.6% | -10.8% | -6.9% |
| YTD | +11.8% | +11.0% | +0.8% | -13.3% |
| 1Y | +5.8% | +13.3% | -7.6% | -22.6% |
| All | +120.0% | +45.1% | +75.0% | -11.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling