+129.1%
AIBU price history and return analytics
+46.4%
+82.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +1.1% | +3.7% | +1.2% |
| 7D | +0.3% | -0.7% | +1.0% | +3.4% |
| 30D | -21.9% | -1.7% | -20.1% | -15.8% |
| 3M | -13.7% | -2.3% | -11.3% | -4.6% |
| 6M | -8.6% | +1.5% | -10.1% | -7.9% |
| YTD | +16.4% | +12.0% | +4.4% | -12.3% |
| 1Y | +2.2% | +12.9% | -10.6% | -24.1% |
| All | +129.1% | +46.4% | +82.7% | -10.4% |
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