-99.3%
AIFU vs VT
+77.5%
-176.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.1% | 0.0% | -19.1% | -19.1% |
| 7D | -12.1% | +0.4% | -12.6% | -12.5% |
| 30D | -48.4% | +1.0% | -49.4% | -48.6% |
| 3M | -60.3% | +2.4% | -62.6% | -61.0% |
| 6M | -51.1% | +12.0% | -63.1% | -56.2% |
| YTD | -65.0% | +15.3% | -80.3% | -69.4% |
| 1Y | -84.1% | +22.6% | -106.7% | -86.9% |
| All | -99.3% | +77.5% | -176.8% | -99.6% |
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 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