+651.4%
AYI price history and return analytics
+356.5%
+294.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.4% | +0.4% |
| 7D | +2.3% | +2.4% | 0.0% | -0.3% |
| 30D | +11.4% | -1.5% | +12.9% | +13.3% |
| 3M | -8.1% | -4.1% | -3.9% | -3.5% |
| 6M | +16.6% | +0.6% | +16.0% | +16.5% |
| YTD | -8.0% | +11.0% | -19.0% | -17.6% |
| 1Y | -6.2% | +13.3% | -19.6% | -17.8% |
| 3Y | +89.3% | +73.4% | +15.9% | +5.1% |
| 5Y | +51.3% | +57.4% | -6.2% | -6.3% |
| 10Y | +34.6% | +221.7% | -187.1% | -60.0% |
| All | +651.4% | +356.5% | +294.9% | +89.5% |
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 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