+25.7%
AYI price history and return analytics
+229.8%
-204.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.9% | 0.0% | -0.2% |
| 7D | -4.5% | -1.1% | -3.4% | -3.2% |
| 30D | -11.5% | -1.0% | -10.5% | -10.3% |
| 3M | +10.6% | +3.2% | +7.4% | +6.8% |
| 6M | +20.1% | +12.5% | +7.6% | +4.4% |
| YTD | -11.2% | +14.1% | -25.3% | -24.1% |
| 1Y | -5.8% | +18.9% | -24.7% | -23.3% |
| 3Y | +103.2% | +74.1% | +29.2% | +5.0% |
| 5Y | +86.9% | +66.9% | +20.1% | +2.0% |
| All | +25.7% | +229.8% | -204.1% | -68.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling