-51.3%
AIOT vs VT
+11.9%
-63.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.1% |
| 7D | -9.7% | +2.4% | -12.0% | -13.2% |
| 30D | -3.6% | -1.5% | -2.1% | -0.7% |
| 3M | -22.6% | -4.1% | -18.5% | -16.2% |
| 6M | -26.1% | +0.6% | -26.7% | -26.6% |
| YTD | -54.3% | +11.0% | -65.4% | -63.1% |
| 1Y | -51.3% | +13.3% | -64.7% | -63.1% |
| All | -51.3% | +11.9% | -63.2% | -63.1% |
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