-99.7%
AIFU vs VT
+66.2%
-165.9%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.3% | -0.5% | -13.8% | -13.9% |
| 7D | -27.2% | +1.0% | -28.2% | -27.7% |
| 30D | -57.0% | -0.2% | -56.7% | -56.7% |
| 3M | -66.8% | +4.5% | -71.3% | -67.7% |
| 6M | -57.7% | +14.1% | -71.8% | -61.8% |
| YTD | -70.0% | +14.8% | -84.8% | -72.9% |
| 1Y | -87.6% | +21.2% | -108.8% | -89.2% |
| 3Y | -99.4% | +76.6% | -176.0% | -99.6% |
| 5Y | -99.7% | +66.6% | -166.3% | -99.8% |
| All | -99.7% | +66.2% | -165.9% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling