+132.1%
AIEQ vs VT
+169.4%
-37.4%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | -0.3% | +1.0% | -1.2% | -1.3% |
| 3M | +1.0% | +2.4% | -1.4% | -1.7% |
| 6M | +11.3% | +12.0% | -0.7% | -2.1% |
| YTD | +12.1% | +15.3% | -3.2% | -4.5% |
| 1Y | +15.6% | +22.6% | -7.0% | -8.0% |
| 3Y | +62.8% | +74.7% | -11.8% | -11.0% |
| 5Y | +20.9% | +66.1% | -45.2% | -29.8% |
| All | +132.1% | +169.4% | -37.4% | -17.2% |
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