-91.3%
AIFC vs VT
+10.5%
-101.8%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.0% | +5.7% |
| 7D | -32.0% | -2.3% | -29.7% | -25.3% |
| 30D | -61.4% | -5.0% | -56.4% | -54.8% |
| 3M | -58.5% | -4.9% | -53.7% | -51.9% |
| 6M | -82.1% | -1.5% | -80.6% | -80.7% |
| YTD | -84.5% | +8.5% | -93.0% | -86.7% |
| 1Y | -91.3% | +11.4% | -102.7% | -93.3% |
| All | -91.3% | +10.5% | -101.8% | -93.3% |
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