+23.8%
AIFC price history and return analytics
+76.6%
-52.8%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.5% | -6.6% | -6.4% |
| 7D | -3.7% | +1.0% | -4.7% | -5.0% |
| 30D | +18.2% | -0.2% | +18.4% | +18.6% |
| 3M | -21.2% | +4.5% | -25.8% | -25.9% |
| 6M | -62.3% | +14.1% | -76.4% | -68.6% |
| YTD | -52.7% | +14.8% | -67.5% | -60.4% |
| 1Y | -87.4% | +21.2% | -108.6% | -90.0% |
| 3Y | +23.8% | +76.6% | -52.8% | +32.0% |
| All | +23.8% | +76.6% | -52.8% | +32.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling