+335.1%
AIV price history and return analytics
+371.8%
-36.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.5% |
| 7D | -2.7% | +1.0% | -3.8% | -4.0% |
| 30D | -6.8% | -0.2% | -6.5% | -6.6% |
| 3M | -15.9% | +4.5% | -20.5% | -20.9% |
| 6M | -17.5% | +14.1% | -31.6% | -30.9% |
| YTD | -20.0% | +14.8% | -34.8% | -33.7% |
| 1Y | -14.0% | +21.2% | -35.2% | -33.8% |
| 3Y | -4.2% | +76.6% | -80.8% | -55.2% |
| 5Y | -1.3% | +66.6% | -67.9% | -50.5% |
| 10Y | +81.0% | +222.3% | -141.3% | -63.6% |
| All | +335.1% | +371.8% | -36.7% | -46.5% |
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