+310.1%
AIQ vs VT
+148.1%
+162.0%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.1% | +1.4% | +1.2% |
| 7D | +0.1% | -0.7% | +0.8% | +1.1% |
| 30D | -9.1% | -1.7% | -7.4% | -6.9% |
| 3M | -5.2% | -2.3% | -2.9% | -2.1% |
| 6M | -4.7% | +1.5% | -6.2% | -5.3% |
| YTD | +17.8% | +12.0% | +5.7% | +4.4% |
| 1Y | +16.1% | +12.9% | +3.2% | +2.1% |
| 3Y | +112.9% | +74.9% | +38.0% | +13.9% |
| 5Y | +85.5% | +59.9% | +25.6% | +11.4% |
| All | +310.1% | +148.1% | +162.0% | +61.7% |
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