-80.2%
AISP price history and return analytics
+72.7%
-152.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -4.1% |
| 7D | -5.4% | -1.1% | -4.3% | -4.7% |
| 30D | -6.3% | -1.0% | -5.3% | -5.7% |
| 3M | -36.8% | +3.2% | -40.0% | -37.9% |
| 6M | -30.5% | +12.5% | -42.9% | -34.7% |
| YTD | -32.9% | +14.1% | -46.9% | -37.1% |
| 1Y | -57.5% | +18.9% | -76.5% | -60.7% |
| 3Y | -81.9% | +74.1% | -155.9% | -83.7% |
| 5Y | -79.9% | +66.9% | -146.8% | -82.0% |
| All | -80.2% | +72.7% | -152.9% | -82.3% |
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 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