-80.6%
IDAI vs VT
+66.2%
-146.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +0.9% | +0.4% | +0.5% | +0.2% |
| 30D | +7.0% | +1.0% | +6.0% | +5.1% |
| 3M | +36.9% | +2.4% | +34.5% | +33.3% |
| 6M | +17.9% | +12.0% | +5.9% | -0.9% |
| YTD | -17.4% | +15.3% | -32.7% | -33.7% |
| 1Y | +7.3% | +22.6% | -15.3% | -21.2% |
| 3Y | +116.8% | +74.7% | +42.1% | +1.4% |
| All | -80.6% | +66.2% | -146.8% | -90.6% |
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