-99.3%
AIOS price history and return analytics
+209.3%
-308.6%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | -6.1% | +2.4% | -8.4% | -8.1% |
| 30D | -28.3% | -1.5% | -26.8% | -27.5% |
| 3M | -33.2% | -4.1% | -29.0% | -30.7% |
| 6M | -50.5% | +0.6% | -51.0% | -51.2% |
| YTD | -62.1% | +11.0% | -73.1% | -65.3% |
| 1Y | -89.4% | +13.3% | -102.8% | -90.6% |
| 3Y | -82.5% | +73.4% | -155.9% | -88.4% |
| 5Y | -99.5% | +57.4% | -157.0% | -99.7% |
| All | -99.3% | +209.3% | -308.6% | -99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling