+88.3%
AIT vs VT
+74.4%
+13.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.1% |
| 7D | -2.0% | -0.1% | -1.9% | -1.8% |
| 30D | -10.9% | -3.1% | -7.8% | -7.4% |
| 3M | -16.3% | -3.5% | -12.8% | -12.6% |
| 6M | -2.9% | +0.5% | -3.4% | -4.0% |
| YTD | +17.0% | +10.8% | +6.2% | +1.3% |
| 1Y | +15.9% | +11.9% | +4.0% | -1.0% |
| 3Y | +88.3% | +73.0% | +15.3% | -14.3% |
| All | +88.3% | +74.4% | +13.9% | -14.3% |
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