+16.8%
AIFA price history and return analytics
+13.3%
+3.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | 0.0% | +4.0% | +3.9% |
| 7D | -17.1% | -1.6% | -15.5% | -13.6% |
| 30D | -9.7% | -2.5% | -7.2% | -2.7% |
| 3M | +157.0% | -1.3% | +158.3% | +168.1% |
| 6M | +14.4% | +3.1% | +11.3% | +8.9% |
| YTD | +71.6% | +10.9% | +60.6% | +43.2% |
| All | +16.8% | +13.3% | +3.5% | -10.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling