+210.5%
AIN price history and return analytics
+346.0%
-135.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.1% |
| 7D | +0.4% | -2.3% | +2.7% | +3.3% |
| 30D | +13.3% | -5.0% | +18.3% | +20.2% |
| 3M | +10.4% | -4.9% | +15.2% | +17.0% |
| 6M | +11.7% | -1.5% | +13.2% | +13.1% |
| YTD | +34.7% | +8.5% | +26.2% | +21.8% |
| 1Y | +27.1% | +11.4% | +15.8% | +11.4% |
| 3Y | -19.4% | +70.1% | -89.5% | -56.3% |
| 5Y | -18.5% | +53.7% | -72.2% | -50.4% |
| 10Y | +95.8% | +220.0% | -124.1% | -48.4% |
| All | +210.5% | +346.0% | -135.5% | -41.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling