-80.3%
AIFU vs VT
+23.4%
-103.7%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.9% | +1.0% | +5.9% | +6.0% |
| 7D | +5.1% | +0.1% | +5.0% | +5.0% |
| 30D | -37.5% | +0.8% | -38.4% | -37.6% |
| 3M | -47.7% | +2.8% | -50.5% | -48.8% |
| 6M | -38.9% | +13.0% | -51.9% | -42.2% |
| YTD | -56.7% | +15.4% | -72.1% | -59.4% |
| All | -80.3% | +23.4% | -103.7% | -81.7% |
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