+128.9%
AIEQ price history and return analytics
+166.5%
-37.5%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.9% | +0.2% | +0.1% |
| 7D | -1.4% | -1.1% | -0.3% | -0.2% |
| 30D | -2.0% | -1.0% | -1.0% | -1.0% |
| 3M | +2.1% | +3.2% | -1.1% | -1.4% |
| 6M | +11.5% | +12.5% | -1.0% | -2.3% |
| YTD | +10.6% | +14.1% | -3.5% | -4.6% |
| 1Y | +12.5% | +18.9% | -6.4% | -7.4% |
| 3Y | +63.8% | +74.1% | -10.3% | -10.1% |
| 5Y | +21.3% | +66.9% | -45.6% | -29.8% |
| All | +128.9% | +166.5% | -37.5% | -17.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling