+201.0%
AIT price history and return analytics
+57.5%
+143.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.5% | +1.0% | +1.0% |
| 7D | -2.0% | -0.1% | -1.9% | -1.8% |
| 30D | -10.9% | -3.1% | -7.8% | -7.8% |
| 3M | -16.3% | -3.5% | -12.8% | -13.1% |
| 6M | -2.9% | +0.5% | -3.4% | -3.7% |
| YTD | +17.0% | +10.8% | +6.2% | +4.0% |
| 1Y | +15.9% | +11.9% | +4.0% | +1.9% |
| 3Y | +88.3% | +73.0% | +15.3% | +7.1% |
| 5Y | +201.0% | +58.6% | +142.4% | +90.0% |
| All | +201.0% | +57.5% | +143.4% | +90.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling