-56.2%
AIOT vs VT
+357.6%
-413.8%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.6% | +1.1% | +2.0% |
| 7D | -5.1% | +0.4% | -5.5% | -5.1% |
| 30D | +3.3% | -2.6% | +5.9% | +5.4% |
| 3M | -36.7% | -3.2% | -33.5% | -35.1% |
| 6M | -18.2% | +0.9% | -19.1% | -18.2% |
| YTD | -47.6% | +11.3% | -58.9% | -50.6% |
| 1Y | -42.9% | +14.0% | -56.9% | -46.9% |
| 3Y | +34.1% | +75.8% | -41.7% | +0.3% |
| 5Y | -58.6% | +57.8% | -116.4% | -67.1% |
| 10Y | -44.6% | +219.8% | -264.4% | -67.5% |
| All | -56.2% | +357.6% | -413.8% | -74.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling