+83.2%
AIN price history and return analytics
+217.6%
-134.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.0% |
| 7D | -6.4% | -0.1% | -6.3% | -6.2% |
| 30D | +11.5% | -3.1% | +14.6% | +15.6% |
| 3M | +13.5% | -3.5% | +17.0% | +18.4% |
| 6M | +11.2% | +0.5% | +10.7% | +10.0% |
| YTD | +37.9% | +10.8% | +27.2% | +21.8% |
| 1Y | +47.7% | +11.9% | +35.8% | +28.9% |
| 3Y | -12.9% | +73.0% | -85.8% | -53.4% |
| 5Y | -16.5% | +58.6% | -75.1% | -50.5% |
| 10Y | +83.2% | +219.2% | -136.0% | -48.4% |
| All | +83.2% | +217.6% | -134.4% | -48.4% |
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