-96.9%
AIMD vs VT
+75.6%
-172.5%
-97.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.1% | +2.3% | +1.7% |
| 7D | -33.6% | -0.7% | -32.9% | -32.6% |
| 30D | -57.5% | -1.7% | -55.7% | -55.8% |
| 3M | -67.2% | -2.3% | -64.9% | -65.7% |
| 6M | -72.1% | +1.5% | -73.6% | -71.9% |
| YTD | -70.4% | +12.0% | -82.5% | -73.0% |
| 1Y | -84.5% | +12.9% | -97.3% | -85.8% |
| All | -96.9% | +75.6% | -172.5% | -97.4% |
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