+1,595.1%
AIT price history and return analytics
+356.5%
+1,238.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | +5.2% | +2.4% | +2.8% | +2.7% |
| 30D | -11.0% | -1.5% | -9.5% | -9.5% |
| 3M | -16.5% | -4.1% | -12.4% | -12.8% |
| 6M | -3.8% | +0.6% | -4.4% | -4.6% |
| YTD | +16.7% | +11.0% | +5.6% | +4.3% |
| 1Y | +19.6% | +13.3% | +6.3% | +4.7% |
| 3Y | +88.8% | +73.4% | +15.4% | +8.5% |
| 5Y | +194.4% | +57.4% | +137.0% | +86.0% |
| 10Y | +521.1% | +221.7% | +299.4% | +104.7% |
| All | +1,595.1% | +356.5% | +1,238.6% | +350.5% |
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