-46.2%
IDAI vs VT
+10.7%
-56.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.2% | -4.1% | -12.1% | -7.6% |
| 7D | -23.8% | -4.2% | -19.6% | -15.9% |
| 30D | -34.1% | -5.8% | -28.3% | -24.8% |
| 3M | -27.8% | -5.2% | -22.6% | -18.8% |
| 6M | -14.8% | +0.1% | -15.0% | -11.6% |
| YTD | -44.2% | +8.2% | -52.5% | -51.3% |
| 1Y | -46.2% | +10.1% | -56.3% | -55.9% |
| All | -46.2% | +10.7% | -56.9% | -55.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling