-96.8%
AIFC price history and return analytics
+221.8%
-318.6%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.3% | -5.6% | -5.5% |
| 7D | -5.9% | +2.4% | -8.2% | -8.3% |
| 30D | -60.0% | -1.5% | -58.5% | -58.1% |
| 3M | -61.9% | -4.1% | -57.8% | -58.8% |
| 6M | -83.8% | +0.6% | -84.4% | -83.5% |
| YTD | -85.5% | +11.0% | -96.5% | -86.7% |
| 1Y | -91.6% | +13.3% | -105.0% | -92.5% |
| 3Y | -60.0% | +73.4% | -133.4% | -77.8% |
| 5Y | -97.2% | +57.4% | -154.7% | -98.3% |
| All | -96.8% | +221.8% | -318.6% | -99.3% |
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