+62.4%
AII vs VT
+39.1%
+23.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | -1.2% | +0.4% | -1.7% | -1.3% |
| 30D | +25.2% | +1.0% | +24.3% | +25.1% |
| 3M | +58.9% | +2.4% | +56.5% | +58.8% |
| 6M | +37.0% | +12.0% | +25.0% | +31.2% |
| YTD | +31.8% | +15.3% | +16.4% | +24.6% |
| 1Y | +39.8% | +22.6% | +17.2% | +29.8% |
| All | +62.4% | +39.1% | +23.3% | +48.3% |
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 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