-73.3%
AIFA price history and return analytics
+65.7%
-138.9%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +2.4% | -0.1% | +2.5% | +2.6% |
| 30D | +42.2% | -0.7% | +42.9% | +43.0% |
| 3M | +35.1% | +4.0% | +31.1% | +30.4% |
| 6M | +61.8% | +12.3% | +49.5% | +47.8% |
| YTD | +27.6% | +14.0% | +13.5% | +15.1% |
| 1Y | -48.0% | +20.3% | -68.3% | -54.9% |
| 3Y | -43.8% | +75.4% | -119.3% | -63.5% |
| 5Y | -73.3% | +66.0% | -139.2% | -81.4% |
| All | -73.3% | +65.7% | -138.9% | -81.4% |
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