+100.7%
AIS vs VT
+28.5%
+72.2%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.2% | +4.5% | +4.3% |
| 7D | -15.5% | -2.3% | -13.2% | -10.6% |
| 30D | -34.5% | -5.0% | -29.5% | -25.9% |
| 3M | -26.4% | -4.9% | -21.6% | -16.7% |
| 6M | -23.9% | -1.5% | -22.3% | -17.4% |
| YTD | +33.3% | +8.5% | +24.8% | +22.6% |
| 1Y | +30.9% | +11.4% | +19.5% | +15.4% |
| All | +100.7% | +28.5% | +72.2% | +45.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling