+158.4%
AIO vs VT
+135.9%
+22.4%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -2.5% |
| 7D | -2.2% | -0.3% | -1.9% | -2.0% |
| 30D | -6.2% | -1.4% | -4.7% | -4.7% |
| 3M | -8.0% | -1.4% | -6.6% | -6.6% |
| 6M | -1.3% | +5.5% | -6.7% | -6.5% |
| YTD | +15.6% | +12.8% | +2.8% | +1.8% |
| 1Y | +10.5% | +15.4% | -4.9% | -5.0% |
| 3Y | +91.9% | +76.9% | +15.0% | +5.1% |
| 5Y | +55.6% | +60.4% | -4.8% | -4.9% |
| All | +158.4% | +135.9% | +22.4% | +2.3% |
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