-99.6%
AIFU vs VT
+374.2%
-473.8%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -19.1% | 0.0% | -19.1% | -19.1% |
| 7D | -12.1% | +0.4% | -12.6% | -12.4% |
| 30D | -48.4% | +1.0% | -49.4% | -48.6% |
| 3M | -60.3% | +2.4% | -62.6% | -60.9% |
| 6M | -51.1% | +12.0% | -63.1% | -55.7% |
| YTD | -65.0% | +15.3% | -80.3% | -68.9% |
| 1Y | -84.1% | +22.6% | -106.7% | -86.5% |
| 3Y | -99.4% | +74.7% | -174.0% | -99.6% |
| 5Y | -99.7% | +66.1% | -165.8% | -99.8% |
| 10Y | -99.3% | +225.0% | -324.3% | -99.8% |
| All | -99.6% | +374.2% | -473.8% | -99.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling