-53.5%
AIOT price history and return analytics
+371.8%
-425.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.7% |
| 7D | +1.0% | +1.0% | 0.0% | +0.4% |
| 30D | -32.9% | -0.2% | -32.6% | -32.7% |
| 3M | -23.3% | +4.5% | -27.9% | -25.5% |
| 6M | -12.7% | +14.1% | -26.7% | -19.6% |
| YTD | -44.4% | +14.8% | -59.1% | -48.7% |
| 1Y | -40.6% | +21.2% | -61.8% | -46.8% |
| 3Y | +22.3% | +76.6% | -54.3% | -9.2% |
| 5Y | -57.3% | +66.6% | -123.9% | -67.3% |
| 10Y | -40.6% | +222.3% | -262.8% | -65.6% |
| All | -53.5% | +371.8% | -425.3% | -73.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling