-88.1%
AIFU vs VT
+11.9%
-100.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.3% | +3.8% | +3.7% |
| 7D | +23.7% | +2.4% | +21.3% | +21.1% |
| 30D | -15.6% | -1.5% | -14.1% | -14.6% |
| 3M | -74.2% | -4.1% | -70.1% | -73.1% |
| 6M | -71.6% | +0.6% | -72.1% | -71.3% |
| YTD | -82.3% | +11.0% | -93.3% | -81.7% |
| 1Y | -88.1% | +13.3% | -101.5% | -87.5% |
| All | -88.1% | +11.9% | -100.0% | -87.5% |
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