-81.5%
AIOS vs VT
+23.4%
-104.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +2.5% |
| 7D | -20.8% | +0.1% | -20.9% | -20.8% |
| 30D | +12.6% | +0.8% | +11.8% | +11.7% |
| 3M | -14.3% | +2.8% | -17.1% | -16.7% |
| 6M | +8.9% | +13.0% | -4.1% | -12.7% |
| YTD | -37.9% | +15.4% | -53.3% | -48.6% |
| All | -81.5% | +23.4% | -104.9% | -85.8% |
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