+12.3%
AIZN vs VT
+76.6%
-64.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.2% |
| 7D | -0.6% | +1.0% | -1.6% | -0.9% |
| 30D | -3.6% | -0.2% | -3.3% | -3.5% |
| 3M | -2.4% | +4.5% | -6.9% | -3.8% |
| 6M | -7.5% | +14.1% | -21.6% | -11.5% |
| YTD | -3.5% | +14.8% | -18.2% | -7.8% |
| 1Y | -6.9% | +21.2% | -28.1% | -12.7% |
| 3Y | +12.3% | +76.6% | -64.2% | -9.0% |
| All | +12.3% | +76.6% | -64.3% | -9.0% |
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 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