-89.8%
AIFC price history and return analytics
+229.8%
-319.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -1.1% |
| 7D | -8.9% | -1.1% | -7.8% | -7.6% |
| 30D | +21.4% | -1.0% | +22.4% | +23.0% |
| 3M | -22.7% | +3.2% | -25.9% | -25.5% |
| 6M | -63.0% | +12.5% | -75.5% | -68.0% |
| YTD | -53.6% | +14.1% | -67.7% | -60.1% |
| 1Y | -87.2% | +18.9% | -106.1% | -89.4% |
| 3Y | +15.9% | +74.1% | -58.2% | -37.7% |
| 5Y | -92.4% | +66.9% | -159.3% | -95.6% |
| All | -89.8% | +229.8% | -319.6% | -96.9% |
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