-62.6%
AIOT price history and return analytics
+58.5%
-121.2%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -7.0% |
| 7D | -4.6% | +2.9% | -7.5% | -8.3% |
| 30D | -8.2% | -2.5% | -5.7% | -4.4% |
| 3M | -21.3% | -3.3% | -18.0% | -17.2% |
| 6M | -23.8% | +1.5% | -25.3% | -24.8% |
| YTD | -53.6% | +11.4% | -64.9% | -59.5% |
| 1Y | -51.5% | +11.9% | -63.4% | -57.8% |
| 3Y | +19.3% | +73.9% | -54.6% | -31.1% |
| 5Y | -62.6% | +57.9% | -120.5% | -73.1% |
| All | -62.6% | +58.5% | -121.2% | -73.1% |
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