-41.6%
AIFA price history and return analytics
+18.7%
-60.4%
-82.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.9% | +4.2% | +5.1% |
| 7D | +2.0% | -2.0% | +4.0% | +6.3% |
| 30D | -2.5% | -1.4% | -1.1% | +0.2% |
| 3M | +46.0% | +4.7% | +41.2% | +31.7% |
| 6M | +66.1% | +11.4% | +54.8% | +44.4% |
| YTD | +31.8% | +13.1% | +18.7% | +9.9% |
| 1Y | -41.6% | +19.0% | -60.6% | -47.4% |
| All | -41.6% | +18.7% | -60.4% | -47.4% |
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 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