-99.8%
AIIO vs VT
+69.7%
-169.5%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.8% | +0.2% | -10.1% | -10.2% |
| 7D | -40.5% | -2.3% | -38.2% | -37.8% |
| 30D | -66.9% | -5.0% | -62.0% | -63.9% |
| 3M | -88.2% | -4.9% | -83.3% | -87.1% |
| 6M | -39.5% | -1.5% | -38.0% | -35.7% |
| YTD | -94.1% | +8.5% | -102.6% | -94.3% |
| 1Y | -96.2% | +11.4% | -107.5% | -96.4% |
| 3Y | -99.8% | +70.1% | -169.9% | -99.9% |
| All | -99.8% | +69.7% | -169.5% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling