+68.4%
AII vs VT
+30.8%
+37.5%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.5% |
| 7D | -7.9% | -2.3% | -5.6% | -7.3% |
| 30D | +1.9% | -5.0% | +6.8% | +2.8% |
| 3M | +27.1% | -4.9% | +32.0% | +28.3% |
| 6M | +39.6% | -1.5% | +41.1% | +39.4% |
| YTD | +36.6% | +8.5% | +28.1% | +30.4% |
| 1Y | +14.6% | +11.4% | +3.2% | +7.6% |
| All | +68.4% | +30.8% | +37.5% | +55.3% |
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