-20.8%
AIIR vs VT
+25.2%
-46.0%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | -0.6% | +10.4% | +9.7% |
| 7D | +12.4% | +2.9% | +9.5% | +12.8% |
| 30D | +11.4% | -2.5% | +13.9% | +11.0% |
| 3M | +19.0% | -3.3% | +22.4% | +18.4% |
| 6M | -31.3% | +1.5% | -32.8% | -30.8% |
| YTD | -18.4% | +11.4% | -29.8% | -17.6% |
| 1Y | -18.6% | +11.9% | -30.5% | -17.8% |
| All | -20.8% | +25.2% | -46.0% | -18.5% |
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