-76.2%
AIFF price history and return analytics
+229.8%
-306.0%
-99.6%
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% | -0.5% |
| 7D | -5.3% | -1.1% | -4.2% | -4.7% |
| 30D | -3.6% | -1.0% | -2.6% | -3.0% |
| 3M | -33.5% | +3.2% | -36.7% | -34.8% |
| 6M | -38.2% | +12.5% | -50.6% | -42.4% |
| YTD | +21.6% | +14.1% | +7.5% | +13.0% |
| 1Y | -61.4% | +18.9% | -80.3% | -64.8% |
| 3Y | -88.1% | +74.1% | -162.2% | -90.8% |
| 5Y | -98.8% | +66.9% | -165.7% | -99.1% |
| All | -76.2% | +229.8% | -306.0% | -80.1% |
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