-73.9%
AIFF vs VT
+75.6%
-149.5%
-95.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +1.1% | +5.0% | +4.3% |
| 7D | 0.0% | -0.7% | +0.7% | +1.8% |
| 30D | -7.1% | -1.7% | -5.4% | -3.5% |
| 3M | -8.8% | -2.3% | -6.5% | -3.6% |
| 6M | -42.2% | +1.5% | -43.7% | -42.1% |
| YTD | +18.2% | +12.0% | +6.1% | +3.1% |
| 1Y | -37.0% | +12.9% | -49.8% | -45.5% |
| All | -73.9% | +75.6% | -149.5% | -72.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling