+338.0%
AIQ price history and return analytics
+152.6%
+185.4%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.3% |
| 7D | -0.5% | -1.1% | +0.6% | +0.9% |
| 30D | +0.3% | -1.0% | +1.3% | +1.6% |
| 3M | 0.0% | +3.2% | -3.1% | -3.2% |
| 6M | +28.2% | +12.5% | +15.7% | +12.4% |
| YTD | +25.8% | +14.1% | +11.7% | +8.7% |
| 1Y | +35.7% | +18.9% | +16.8% | +11.9% |
| 3Y | +123.8% | +74.1% | +49.8% | +20.0% |
| 5Y | +104.7% | +66.9% | +37.9% | +17.0% |
| All | +338.0% | +152.6% | +185.4% | +68.4% |
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