+284.4%
AIQ vs VT
+139.7%
+144.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.1% | -2.1% | -1.1% |
| 7D | -10.8% | -4.2% | -6.6% | -5.8% |
| 30D | -16.3% | -5.8% | -10.5% | -9.6% |
| 3M | -10.0% | -5.2% | -4.7% | -3.4% |
| 6M | -3.9% | +0.1% | -4.0% | -2.7% |
| YTD | +10.4% | +8.2% | +2.2% | +2.1% |
| 1Y | +7.8% | +10.1% | -2.3% | -2.2% |
| 3Y | +104.2% | +69.7% | +34.5% | +13.5% |
| 5Y | +73.7% | +53.4% | +20.4% | +9.7% |
| All | +284.4% | +139.7% | +144.7% | +58.1% |
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