+1,497.2%
AIT vs VT
+345.0%
+1,152.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -4.1% | -1.8% | -1.6% |
| 7D | -7.1% | -4.2% | -2.9% | -2.9% |
| 30D | -18.6% | -5.8% | -12.8% | -13.4% |
| 3M | -21.5% | -5.2% | -16.2% | -17.0% |
| 6M | -7.8% | +0.1% | -7.9% | -8.1% |
| YTD | +9.9% | +8.2% | +1.7% | +0.8% |
| 1Y | +9.7% | +10.1% | -0.5% | -1.2% |
| 3Y | +82.7% | +69.7% | +13.0% | +7.4% |
| 5Y | +184.7% | +53.4% | +131.4% | +84.7% |
| 10Y | +556.5% | +219.2% | +337.3% | +118.5% |
| All | +1,497.2% | +345.0% | +1,152.2% | +335.6% |
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 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