+277.4%
AYA price history and return analytics
+65.7%
+211.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.6% | +3.2% | +3.5% |
| 7D | +5.4% | -0.1% | +5.6% | +5.7% |
| 30D | +7.1% | -0.7% | +7.7% | +8.4% |
| 3M | +79.2% | +4.0% | +75.2% | +71.9% |
| 6M | +70.7% | +12.3% | +58.4% | +50.3% |
| YTD | +108.0% | +14.0% | +94.0% | +81.2% |
| 1Y | +177.8% | +20.3% | +157.5% | +129.6% |
| 3Y | +417.1% | +75.4% | +341.7% | +174.4% |
| 5Y | +277.4% | +66.0% | +211.4% | +88.4% |
| All | +277.4% | +65.7% | +211.7% | +88.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling