+417.4%
AIVL price history and return analytics
+368.8%
+48.6%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -1.2% | -0.1% | -1.1% | -1.1% |
| 30D | -2.5% | -0.7% | -1.8% | -1.9% |
| 3M | +4.6% | +4.0% | +0.6% | +1.1% |
| 6M | +10.7% | +12.3% | -1.6% | +0.1% |
| YTD | +15.1% | +14.0% | +1.1% | +2.8% |
| 1Y | +17.3% | +20.3% | -3.0% | 0.0% |
| 3Y | +51.1% | +75.4% | -24.4% | -6.7% |
| 5Y | +49.9% | +66.0% | -16.0% | -3.6% |
| 10Y | +124.3% | +228.2% | -103.9% | -17.3% |
| All | +417.4% | +368.8% | +48.6% | +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