-18.8%
AIN vs VT
+53.2%
-72.0%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.1% | -2.9% | -2.4% |
| 7D | +3.2% | -4.2% | +7.4% | +8.2% |
| 30D | +13.0% | -5.8% | +18.8% | +20.8% |
| 3M | +9.0% | -5.2% | +14.2% | +15.8% |
| 6M | +15.7% | +0.1% | +15.5% | +14.8% |
| YTD | +34.2% | +8.2% | +25.9% | +21.8% |
| 1Y | +25.3% | +10.1% | +15.2% | +11.5% |
| 3Y | -19.5% | +69.7% | -89.2% | -54.4% |
| 5Y | -18.8% | +53.4% | -72.1% | -47.1% |
| All | -18.8% | +53.2% | -72.0% | -47.1% |
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