-46.5%
AIOT vs VT
+217.6%
-264.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.5% | -4.9% | -4.8% |
| 7D | -4.3% | -0.1% | -4.2% | -3.9% |
| 30D | -2.2% | -3.1% | +0.8% | +1.7% |
| 3M | -13.7% | -3.5% | -10.2% | -9.8% |
| 6M | -22.6% | +0.5% | -23.0% | -22.5% |
| YTD | -50.4% | +10.8% | -61.2% | -55.3% |
| 1Y | -48.5% | +11.9% | -60.4% | -54.0% |
| 3Y | +27.5% | +73.0% | -45.4% | -22.7% |
| 5Y | -60.3% | +58.6% | -118.9% | -73.6% |
| 10Y | -46.5% | +219.2% | -265.6% | -75.7% |
| All | -46.5% | +217.6% | -264.1% | -75.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling