-99.9%
AIIO price history and return analytics
+57.0%
-156.9%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.2% | -0.3% | -9.9% | -9.9% |
| 7D | -41.3% | +2.4% | -43.7% | -42.6% |
| 30D | -78.6% | -1.5% | -77.1% | -78.2% |
| 3M | -92.8% | -4.1% | -88.6% | -92.5% |
| 6M | -91.9% | +0.6% | -92.4% | -91.8% |
| YTD | -96.5% | +11.0% | -107.6% | -96.7% |
| 1Y | -98.1% | +13.3% | -111.5% | -98.2% |
| 3Y | -99.9% | +73.4% | -173.3% | -99.9% |
| All | -99.9% | +57.0% | -156.9% | -99.9% |
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