-97.2%
AIMD vs VT
+88.9%
-186.1%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | 0.0% | +2.6% | +2.6% |
| 7D | +13.5% | +0.4% | +13.0% | +13.1% |
| 30D | +12.7% | +1.0% | +11.7% | +11.9% |
| 3M | -28.3% | +2.4% | -30.6% | -29.3% |
| 6M | +6.0% | +12.0% | -6.0% | -0.6% |
| YTD | -2.4% | +15.3% | -17.8% | -9.6% |
| 1Y | -55.9% | +22.6% | -78.5% | -60.1% |
| 3Y | -89.5% | +74.7% | -164.2% | -91.6% |
| 5Y | -99.5% | +66.1% | -165.6% | -99.5% |
| All | -97.2% | +88.9% | -186.1% | -98.2% |
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 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