+106.2%
AIFD vs VT
+53.5%
+52.8%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.5% | +2.2% | +2.5% |
| 7D | +4.4% | +1.0% | +3.4% | +2.6% |
| 30D | +0.5% | -0.2% | +0.7% | +0.9% |
| 3M | -0.7% | +4.5% | -5.3% | -7.2% |
| 6M | +37.3% | +14.1% | +23.2% | +11.9% |
| YTD | +40.2% | +14.8% | +25.5% | +13.1% |
| 1Y | +57.8% | +21.2% | +36.6% | +16.9% |
| All | +106.2% | +53.5% | +52.8% | +10.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling