-14.6%
AIZN vs VT
+57.0%
-71.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.6% | -0.7% |
| 7D | -1.6% | +2.4% | -3.9% | -2.5% |
| 30D | -3.3% | -1.5% | -1.8% | -2.8% |
| 3M | -10.7% | -4.1% | -6.6% | -9.2% |
| 6M | -13.3% | +0.6% | -13.9% | -13.7% |
| YTD | -10.7% | +11.0% | -21.7% | -14.6% |
| 1Y | -10.8% | +13.3% | -24.2% | -15.5% |
| 3Y | +1.0% | +73.4% | -72.4% | -21.3% |
| All | -14.6% | +57.0% | -71.6% | -32.3% |
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 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