-98.0%
AIIO vs VT
+11.9%
-109.8%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.6% | +3.4% | +4.2% |
| 7D | -41.1% | +2.9% | -44.0% | -45.5% |
| 30D | -79.5% | -2.5% | -77.0% | -77.8% |
| 3M | -92.0% | -3.3% | -88.7% | -91.2% |
| 6M | -81.6% | +1.5% | -83.1% | -81.4% |
| YTD | -96.1% | +11.4% | -107.5% | -96.3% |
| 1Y | -98.0% | +11.9% | -109.9% | -98.0% |
| All | -98.0% | +11.9% | -109.8% | -98.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling