-97.2%
IDAI vs VT
+82.4%
-179.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.7% | -0.5% | -1.5% |
| 7D | -5.5% | -0.3% | -5.2% | -5.0% |
| 30D | -20.0% | -1.4% | -18.6% | -18.1% |
| 3M | -16.7% | -1.4% | -15.3% | -15.0% |
| 6M | +3.6% | +5.5% | -1.9% | -3.3% |
| YTD | -33.5% | +12.8% | -46.3% | -44.1% |
| 1Y | -32.3% | +15.4% | -47.7% | -44.7% |
| 3Y | +87.1% | +76.9% | +10.2% | -7.8% |
| 5Y | -89.6% | +60.4% | -150.0% | -95.0% |
| All | -97.2% | +82.4% | -179.6% | -98.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling