+654.7%
AYI vs VT
+355.4%
+299.2%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.2% |
| 7D | +0.2% | -0.1% | +0.3% | +0.4% |
| 30D | +11.3% | -3.1% | +14.4% | +15.3% |
| 3M | -6.0% | -3.5% | -2.5% | -2.1% |
| 6M | +13.3% | +0.5% | +12.8% | +13.3% |
| YTD | -7.6% | +10.8% | -18.3% | -17.0% |
| 1Y | -8.4% | +11.9% | -20.3% | -18.5% |
| 3Y | +90.5% | +73.0% | +17.5% | +6.0% |
| 5Y | +51.3% | +58.6% | -7.3% | -7.0% |
| 10Y | +34.5% | +219.2% | -184.7% | -59.7% |
| All | +654.7% | +355.4% | +299.2% | +90.8% |
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