-59.3%
AIOT vs VT
+53.4%
-112.7%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.2% | +3.6% | +3.5% |
| 7D | -6.9% | -2.3% | -4.6% | -3.5% |
| 30D | +2.3% | -5.0% | +7.2% | +10.3% |
| 3M | -34.9% | -4.9% | -30.0% | -29.8% |
| 6M | -18.7% | -1.5% | -17.2% | -16.4% |
| YTD | -49.4% | +8.5% | -57.9% | -54.3% |
| 1Y | -43.7% | +11.4% | -55.1% | -50.7% |
| 3Y | +43.1% | +70.1% | -27.0% | -14.6% |
| All | -59.3% | +53.4% | -112.7% | -69.8% |
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