+289.4%
AIQ vs VT
+140.3%
+149.2%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.1% | +1.0% |
| 7D | -5.4% | -2.3% | -3.1% | -2.5% |
| 30D | -14.7% | -5.0% | -9.7% | -8.9% |
| 3M | -8.2% | -4.9% | -3.3% | -1.9% |
| 6M | -5.7% | -1.5% | -4.1% | -2.6% |
| YTD | +11.9% | +8.5% | +3.4% | +3.1% |
| 1Y | +11.4% | +11.4% | +0.1% | -0.4% |
| 3Y | +106.1% | +70.1% | +36.1% | +14.2% |
| 5Y | +76.0% | +53.7% | +22.3% | +10.9% |
| All | +289.4% | +140.3% | +149.2% | +59.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling