-5.6%
AIZN price history and return analytics
+101.0%
-106.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.1% |
| 7D | -0.8% | -1.1% | +0.3% | -0.4% |
| 30D | -4.2% | -1.0% | -3.2% | -3.8% |
| 3M | -3.9% | +3.2% | -7.1% | -5.1% |
| 6M | -9.2% | +12.5% | -21.7% | -13.4% |
| YTD | -4.3% | +14.1% | -18.3% | -9.2% |
| 1Y | -7.4% | +18.9% | -26.3% | -13.7% |
| 3Y | +11.2% | +74.1% | -62.9% | -12.2% |
| 5Y | -10.1% | +66.9% | -77.0% | -29.4% |
| All | -5.6% | +101.0% | -106.7% | -27.7% |
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