-75.0%
AIYY vs VT
+67.5%
-142.4%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.3% | -1.5% | -1.3% |
| 7D | +2.4% | +2.4% | 0.0% | -1.3% |
| 30D | -0.4% | -1.5% | +1.1% | +2.0% |
| 3M | +7.3% | -4.1% | +11.4% | +14.5% |
| 6M | +13.5% | +0.6% | +13.0% | +11.6% |
| YTD | -27.2% | +11.0% | -38.3% | -39.5% |
| 1Y | -29.5% | +13.3% | -42.9% | -43.5% |
| All | -75.0% | +67.5% | -142.4% | -89.1% |
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