+201.6%
AIT vs VT
+59.8%
+141.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.1% | -0.3% | -0.4% |
| 7D | +1.1% | -0.7% | +1.8% | +1.9% |
| 30D | -9.7% | -1.7% | -7.9% | -7.9% |
| 3M | -14.3% | -2.3% | -12.0% | -12.1% |
| 6M | -2.6% | +1.5% | -4.1% | -4.5% |
| YTD | +18.0% | +12.0% | +5.9% | +3.7% |
| 1Y | +18.8% | +12.9% | +5.9% | +3.5% |
| 3Y | +89.9% | +74.9% | +15.0% | +6.7% |
| 5Y | +201.6% | +59.9% | +141.7% | +89.0% |
| All | +201.6% | +59.8% | +141.9% | +89.0% |
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