-29.1%
AIIR price history and return analytics
+23.3%
-52.4%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | -2.3% | +0.4% | -2.7% | -2.2% |
| 30D | +15.7% | +1.0% | +14.7% | +15.9% |
| 3M | +5.8% | +2.4% | +3.4% | +6.6% |
| 6M | -28.8% | +12.0% | -40.8% | -27.8% |
| YTD | -28.4% | +15.3% | -43.8% | -27.2% |
| 1Y | -29.1% | +22.6% | -51.6% | -28.0% |
| All | -29.1% | +23.3% | -52.4% | -28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling