+5.6%
AIOO price history and return analytics
+23.8%
-18.2%
-0.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.6% | -2.5% | -0.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.2% |
| 30D | -0.5% | -2.6% | +2.1% | -0.2% |
| 3M | -0.2% | -3.2% | +3.0% | +0.2% |
| 6M | +1.1% | +0.9% | +0.2% | +1.0% |
| YTD | +2.8% | +11.3% | -8.5% | +1.7% |
| 1Y | +3.2% | +14.0% | -10.8% | +1.7% |
| All | +5.6% | +23.8% | -18.2% | +3.0% |
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 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