+128.6%
AIS vs VT
+32.7%
+95.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.6% | +1.1% | +6.4% | +5.1% |
| 7D | +2.9% | -0.7% | +3.6% | +5.6% |
| 30D | -19.3% | -1.7% | -17.5% | -14.9% |
| 3M | -15.9% | -2.3% | -13.6% | -9.9% |
| 6M | -19.1% | +1.5% | -20.7% | -17.9% |
| YTD | +51.8% | +12.0% | +39.8% | +30.6% |
| 1Y | +48.5% | +12.9% | +35.7% | +26.4% |
| All | +128.6% | +32.7% | +95.9% | +54.6% |
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