-99.5%
AIFC price history and return analytics
+355.4%
-454.9%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.8% | -4.9% |
| 7D | -25.0% | -0.1% | -24.9% | -23.9% |
| 30D | -59.1% | -3.1% | -56.0% | -57.4% |
| 3M | -57.1% | -3.5% | -53.6% | -55.3% |
| 6M | -81.6% | +0.5% | -82.1% | -81.3% |
| YTD | -83.6% | +10.8% | -94.4% | -84.5% |
| 1Y | -92.0% | +11.9% | -103.9% | -92.4% |
| 3Y | -66.7% | +73.0% | -139.6% | -76.4% |
| 5Y | -97.0% | +58.6% | -155.6% | -97.7% |
| 10Y | -96.2% | +219.2% | -315.4% | -98.0% |
| All | -99.5% | +355.4% | -454.9% | -99.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling