-99.8%
AIFU vs VT
+355.4%
-455.3%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.3% |
| 7D | -13.4% | -0.1% | -13.3% | -13.2% |
| 30D | -32.3% | -3.1% | -29.2% | -30.5% |
| 3M | -78.1% | -3.5% | -74.6% | -77.3% |
| 6M | -74.2% | +0.5% | -74.7% | -74.2% |
| YTD | -84.8% | +10.8% | -95.6% | -86.0% |
| 1Y | -90.3% | +11.9% | -102.2% | -91.1% |
| 3Y | -99.7% | +73.0% | -172.7% | -99.8% |
| 5Y | -99.8% | +58.6% | -158.5% | -99.9% |
| 10Y | -99.7% | +219.2% | -318.9% | -99.9% |
| All | -99.8% | +355.4% | -455.3% | -100.0% |
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