+201.3%
AIVC price history and return analytics
+74.2%
+127.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | 0.0% |
| 7D | +0.5% | -1.1% | +1.6% | +2.4% |
| 30D | -3.5% | -1.0% | -2.5% | -1.8% |
| 3M | +0.5% | +3.2% | -2.7% | -4.0% |
| 6M | +56.0% | +12.5% | +43.5% | +30.3% |
| YTD | +64.4% | +14.1% | +50.3% | +34.8% |
| 1Y | +81.6% | +18.9% | +62.7% | +40.1% |
| 3Y | +201.3% | +74.1% | +127.2% | +32.3% |
| All | +201.3% | +74.2% | +127.1% | +32.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling