+120.6%
AIEQ vs VT
+158.8%
-38.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | 0.0% |
| 7D | -1.1% | -0.1% | -1.0% | -1.0% |
| 30D | -4.3% | -3.1% | -1.2% | -1.0% |
| 3M | -5.2% | -3.5% | -1.7% | -1.5% |
| 6M | -1.7% | +0.5% | -2.1% | -2.4% |
| YTD | +6.6% | +10.8% | -4.2% | -5.2% |
| 1Y | +6.6% | +11.9% | -5.3% | -6.2% |
| 3Y | +62.6% | +73.0% | -10.3% | -10.1% |
| 5Y | +14.4% | +58.6% | -44.2% | -30.3% |
| All | +120.6% | +158.8% | -38.2% | -17.8% |
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