-66.9%
AIFA vs VT
+53.4%
-120.3%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.5% |
| 7D | -6.8% | -2.3% | -4.5% | -4.9% |
| 30D | -46.4% | -5.0% | -41.5% | -43.6% |
| 3M | +148.1% | -4.9% | +153.0% | +161.7% |
| 6M | +20.3% | -1.5% | +21.8% | +23.5% |
| YTD | +68.8% | +8.5% | +60.3% | +60.7% |
| 1Y | +22.8% | +11.4% | +11.4% | +14.9% |
| 3Y | -23.1% | +70.1% | -93.1% | -47.5% |
| All | -66.9% | +53.4% | -120.3% | -76.5% |
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 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