-94.0%
AIIO price history and return analytics
+19.6%
-113.6%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.9% | -7.0% | -8.4% |
| 7D | -8.7% | -1.1% | -7.6% | -6.1% |
| 30D | -43.2% | -1.0% | -42.3% | -42.0% |
| 3M | -44.4% | +3.2% | -47.5% | -49.4% |
| 6M | -36.8% | +12.5% | -49.3% | -50.3% |
| YTD | -72.5% | +14.1% | -86.5% | -78.7% |
| 1Y | -94.0% | +18.9% | -112.9% | -94.0% |
| All | -94.0% | +19.6% | -113.6% | -94.0% |
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