-91.0%
AIFC vs VT
+13.3%
-104.2%
-93.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.1% | +4.4% | +2.7% |
| 7D | -17.4% | -0.7% | -16.7% | -13.0% |
| 30D | -54.8% | -1.7% | -53.0% | -51.1% |
| 3M | -54.8% | -2.3% | -52.5% | -50.9% |
| 6M | -79.6% | +1.5% | -81.1% | -79.5% |
| YTD | -82.7% | +12.0% | -94.8% | -86.1% |
| 1Y | -91.0% | +12.9% | -103.8% | -92.9% |
| All | -91.0% | +13.3% | -104.2% | -92.9% |
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