-85.5%
AIFC vs VT
+23.3%
-108.9%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | -5.1% | +0.4% | -5.5% | -5.9% |
| 30D | +33.3% | +1.0% | +32.4% | +30.4% |
| 3M | -22.2% | +2.4% | -24.6% | -25.7% |
| 6M | -63.6% | +12.0% | -75.6% | -71.3% |
| YTD | -49.1% | +15.3% | -64.4% | -63.6% |
| 1Y | -85.5% | +22.6% | -108.1% | -90.5% |
| All | -85.5% | +23.3% | -108.9% | -90.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling