-74.5%
AIYY price history and return analytics
+67.9%
-142.5%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +1.2% |
| 7D | +6.0% | +2.9% | +3.2% | +1.4% |
| 30D | -0.6% | -2.5% | +1.9% | +3.5% |
| 3M | +9.8% | -3.3% | +13.2% | +15.7% |
| 6M | +14.2% | +1.5% | +12.7% | +10.4% |
| YTD | -25.9% | +11.4% | -37.3% | -38.7% |
| 1Y | -32.4% | +11.9% | -44.3% | -44.5% |
| All | -74.5% | +67.9% | -142.5% | -89.0% |
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