-99.1%
AIIO price history and return analytics
+72.7%
-171.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.9% | -2.9% | -2.7% |
| 7D | +0.6% | -2.0% | +2.6% | +3.2% |
| 30D | -39.9% | -1.4% | -38.5% | -38.8% |
| 3M | -36.3% | +4.7% | -41.0% | -39.9% |
| 6M | -32.7% | +11.4% | -44.1% | -38.8% |
| YTD | -70.7% | +13.1% | -83.7% | -73.6% |
| 1Y | -94.4% | +19.0% | -113.4% | -95.1% |
| All | -99.1% | +72.7% | -171.8% | -99.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling