-79.1%
AISP vs VT
+74.7%
-153.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | 0.0% | -2.4% | -2.4% |
| 7D | -1.9% | +0.4% | -2.4% | -2.2% |
| 30D | +7.3% | +1.0% | +6.4% | +6.7% |
| 3M | -34.7% | +2.4% | -37.1% | -35.5% |
| 6M | -24.6% | +12.0% | -36.6% | -29.1% |
| YTD | -29.1% | +15.3% | -44.4% | -34.0% |
| 1Y | -52.8% | +22.6% | -75.3% | -56.9% |
| 3Y | -80.8% | +74.7% | -155.5% | -82.9% |
| 5Y | -78.8% | +66.1% | -144.9% | -81.1% |
| All | -79.1% | +74.7% | -153.7% | -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 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