-99.6%
AIOS vs VT
+60.6%
-160.2%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.7% | -1.7% | -2.3% |
| 7D | -0.5% | -0.3% | -0.2% | -0.1% |
| 30D | -22.2% | -1.4% | -20.8% | -20.7% |
| 3M | -19.8% | -1.4% | -18.5% | -18.4% |
| 6M | -39.1% | +5.5% | -44.6% | -44.6% |
| YTD | -55.8% | +12.8% | -68.7% | -62.8% |
| 1Y | -87.9% | +15.4% | -103.3% | -90.3% |
| 3Y | -79.5% | +76.9% | -156.3% | -89.9% |
| 5Y | -99.6% | +60.4% | -160.0% | -99.8% |
| All | -99.6% | +60.6% | -160.2% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling