+69.2%
AII vs VT
+30.5%
+38.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -4.1% | -3.0% | -6.3% |
| 7D | -5.7% | -4.2% | -1.5% | -4.9% |
| 30D | +5.1% | -5.8% | +10.9% | +6.2% |
| 3M | +30.4% | -5.2% | +35.7% | +31.7% |
| 6M | +38.0% | +0.1% | +37.9% | +36.6% |
| YTD | +37.2% | +8.2% | +29.0% | +31.1% |
| 1Y | +16.5% | +10.1% | +6.3% | +9.5% |
| All | +69.2% | +30.5% | +38.6% | +56.2% |
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