+46.9%
AIP vs VOO
+14.7%
+32.2%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.5% | -8.7% |
| 7D | -15.5% | -0.7% | -14.8% | -13.1% |
| 30D | -24.5% | -1.1% | -23.4% | -20.7% |
| 3M | -43.6% | -0.3% | -43.3% | -42.2% |
| 6M | -37.3% | +7.4% | -44.6% | -49.1% |
| YTD | +16.8% | +13.4% | +3.4% | -19.3% |
| 1Y | +46.9% | +14.8% | +32.1% | -0.5% |
| All | +46.9% | +14.7% | +32.2% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 1y: compounded portfolio wealth divided by compounded VOO 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…
1y analysis · Full analysis span regression · 6 months rolling