+24.8%
AIP vs VOO
+79.5%
-54.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.6% | +6.9% | +7.4% |
| 7D | +9.5% | +0.5% | +9.0% | +8.2% |
| 30D | -23.7% | -0.9% | -22.8% | -22.2% |
| 3M | -35.6% | +3.9% | -39.5% | -39.4% |
| 6M | +56.5% | +14.5% | +41.9% | +23.9% |
| YTD | +46.6% | +13.0% | +33.6% | +20.5% |
| 1Y | +164.5% | +19.4% | +145.1% | +100.1% |
| 3Y | +215.6% | +78.9% | +136.7% | +28.7% |
| All | +24.8% | +79.5% | -54.7% | -46.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling