+52.4%
AYI price history and return analytics
+59.8%
-7.3%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | -0.8% |
| 7D | -1.1% | -0.7% | -0.4% | -0.3% |
| 30D | +12.7% | -1.7% | +14.5% | +15.1% |
| 3M | -6.5% | -2.3% | -4.2% | -3.7% |
| 6M | +15.4% | +1.5% | +13.9% | +13.9% |
| YTD | -7.1% | +12.0% | -19.1% | -18.3% |
| 1Y | -6.8% | +12.9% | -19.7% | -18.7% |
| 3Y | +91.5% | +74.9% | +16.6% | +3.2% |
| 5Y | +52.4% | +59.9% | -7.5% | -10.1% |
| All | +52.4% | +59.8% | -7.3% | -10.1% |
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