-29.1%
AIIR price history and return analytics
+20.4%
-49.5%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.4% | +1.6% |
| 7D | -1.6% | -0.1% | -1.4% | -1.6% |
| 30D | +7.0% | -0.7% | +7.6% | +6.8% |
| 3M | +7.6% | +4.0% | +3.6% | +8.7% |
| 6M | -29.0% | +12.3% | -41.3% | -28.1% |
| YTD | -28.6% | +14.0% | -42.6% | -27.5% |
| 1Y | -29.1% | +20.3% | -49.4% | -28.3% |
| All | -29.1% | +20.4% | -49.5% | -28.3% |
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