-61.2%
AIOT price history and return analytics
+357.8%
-419.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.8% | -0.6% | -7.2% | -7.4% |
| 7D | -4.6% | +2.9% | -7.5% | -6.4% |
| 30D | -8.2% | -2.5% | -5.7% | -6.3% |
| 3M | -21.3% | -3.3% | -18.0% | -19.3% |
| 6M | -23.8% | +1.5% | -25.3% | -24.1% |
| YTD | -53.6% | +11.4% | -64.9% | -56.2% |
| 1Y | -51.5% | +11.9% | -63.4% | -54.3% |
| 3Y | +19.3% | +73.9% | -54.6% | -10.2% |
| 5Y | -62.6% | +57.9% | -120.5% | -70.3% |
| 10Y | -52.5% | +222.6% | -275.1% | -72.2% |
| All | -61.2% | +357.8% | -419.1% | -77.6% |
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