+79.1%
AIV price history and return analytics
+229.8%
-150.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.9% | -2.5% | -2.5% |
| 7D | -6.2% | -1.1% | -5.1% | -5.3% |
| 30D | -8.0% | -1.0% | -7.1% | -7.2% |
| 3M | -16.4% | +3.2% | -19.5% | -19.1% |
| 6M | -19.3% | +12.5% | -31.8% | -28.6% |
| YTD | -22.6% | +14.1% | -36.7% | -32.7% |
| 1Y | -15.4% | +18.9% | -34.3% | -29.7% |
| 3Y | -6.8% | +74.1% | -80.9% | -48.2% |
| 5Y | +0.6% | +66.9% | -66.2% | -41.4% |
| All | +79.1% | +229.8% | -150.6% | -36.1% |
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