+64.6%
AIEQ vs VT
+76.6%
-12.0%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | -0.2% | +1.0% | -1.2% | -1.3% |
| 30D | -0.6% | -0.2% | -0.4% | -0.4% |
| 3M | +2.6% | +4.5% | -1.9% | -2.8% |
| 6M | +12.1% | +14.1% | -1.9% | -4.6% |
| YTD | +11.2% | +14.8% | -3.5% | -6.2% |
| 1Y | +14.8% | +21.2% | -6.4% | -9.7% |
| 3Y | +64.6% | +76.6% | -12.0% | -18.9% |
| All | +64.6% | +76.6% | -12.0% | -18.9% |
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 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