-99.0%
AIIO vs VT
+212.2%
-311.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | 0.0% | +3.4% | +3.4% |
| 7D | -18.9% | +0.4% | -19.4% | -19.1% |
| 30D | -38.3% | +1.0% | -39.2% | -38.6% |
| 3M | -42.5% | +2.4% | -44.9% | -43.1% |
| 6M | -40.3% | +12.0% | -52.3% | -42.8% |
| YTD | -69.8% | +15.3% | -85.2% | -71.3% |
| 1Y | -93.4% | +22.6% | -116.0% | -93.8% |
| 3Y | -99.1% | +74.7% | -173.8% | -99.2% |
| 5Y | -99.1% | +66.1% | -165.2% | -99.2% |
| All | -99.0% | +212.2% | -311.2% | -99.2% |
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