-83.1%
AISP vs VT
+69.7%
-152.9%
-87.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.5% |
| 7D | -13.9% | -2.3% | -11.6% | -11.2% |
| 30D | -16.4% | -5.0% | -11.4% | -9.7% |
| 3M | -6.8% | -4.9% | -1.9% | +0.4% |
| 6M | -30.1% | -1.5% | -28.5% | -27.7% |
| YTD | -38.1% | +8.5% | -46.5% | -43.4% |
| 1Y | -56.2% | +11.4% | -67.6% | -61.0% |
| 3Y | -83.1% | +70.1% | -153.2% | -81.4% |
| All | -83.1% | +69.7% | -152.9% | -81.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling