+143.7%
AIVI price history and return analytics
+368.9%
-225.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | -0.1% |
| 7D | -1.3% | -1.1% | -0.2% | -0.3% |
| 30D | -0.5% | -1.0% | +0.5% | +0.4% |
| 3M | +7.8% | +3.2% | +4.6% | +4.5% |
| 6M | +13.5% | +12.5% | +1.0% | +1.1% |
| YTD | +18.6% | +14.1% | +4.6% | +4.2% |
| 1Y | +24.9% | +18.9% | +6.0% | +5.3% |
| 3Y | +78.5% | +74.1% | +4.4% | +2.6% |
| 5Y | +78.9% | +66.9% | +12.0% | +6.0% |
| 10Y | +142.6% | +228.3% | -85.7% | -29.6% |
| All | +143.7% | +368.9% | -225.2% | -49.5% |
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