-78.8%
AIBD price history and return analytics
+50.0%
-128.8%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -3.6% |
| 7D | -6.9% | +1.0% | -7.9% | -3.8% |
| 30D | +0.7% | -0.2% | +0.9% | +0.5% |
| 3M | -6.4% | +4.5% | -10.9% | +11.3% |
| 6M | -48.0% | +14.1% | -62.0% | -15.8% |
| YTD | -37.8% | +14.8% | -52.6% | +4.4% |
| 1Y | -44.1% | +21.2% | -65.3% | +13.9% |
| All | -78.8% | +50.0% | -128.8% | -2.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling