+65.5%
AIN price history and return analytics
+221.4%
-155.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.4% |
| 7D | +14.7% | +1.0% | +13.7% | +13.5% |
| 30D | -0.1% | -0.2% | +0.2% | +0.3% |
| 3M | -9.3% | +4.5% | -13.9% | -14.3% |
| 6M | +8.2% | +14.1% | -5.8% | -7.6% |
| YTD | +24.8% | +14.8% | +10.0% | +5.8% |
| 1Y | +3.0% | +21.2% | -18.2% | -18.1% |
| 3Y | -24.4% | +76.6% | -100.9% | -60.6% |
| 5Y | -14.9% | +66.6% | -81.5% | -52.4% |
| 10Y | +65.5% | +222.3% | -156.8% | -57.2% |
| All | +65.5% | +221.4% | -155.9% | -57.2% |
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