+232.4%
AIN vs VT
+363.9%
-131.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -4.2% |
| 7D | +15.3% | -0.3% | +15.6% | +15.5% |
| 30D | +21.1% | -1.4% | +22.5% | +22.9% |
| 3M | +14.9% | -1.4% | +16.3% | +16.7% |
| 6M | +27.1% | +5.5% | +21.6% | +18.6% |
| YTD | +44.1% | +12.8% | +31.3% | +24.4% |
| 1Y | +33.5% | +15.4% | +18.0% | +12.0% |
| 3Y | -13.6% | +76.9% | -90.4% | -55.3% |
| 5Y | -8.1% | +60.4% | -68.5% | -46.9% |
| 10Y | +109.6% | +232.8% | -123.2% | -47.3% |
| All | +232.4% | +363.9% | -131.5% | -40.0% |
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