+355.2%
AIA price history and return analytics
+360.7%
-5.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +2.3% |
| 7D | +0.5% | -0.7% | +1.2% | +1.5% |
| 30D | -8.4% | -1.7% | -6.6% | -6.4% |
| 3M | -6.3% | -2.3% | -4.0% | -3.6% |
| 6M | -7.7% | +1.5% | -9.2% | -7.9% |
| YTD | +31.0% | +12.0% | +19.0% | +19.0% |
| 1Y | +31.2% | +12.9% | +18.3% | +18.2% |
| 3Y | +141.8% | +74.9% | +66.9% | +40.8% |
| 5Y | +76.1% | +59.9% | +16.1% | +12.4% |
| 10Y | +236.9% | +224.6% | +12.3% | +4.0% |
| All | +355.2% | +360.7% | -5.4% | -1.7% |
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 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