+197.2%
AIP vs VOO
+80.9%
+116.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +4.3% |
| 7D | -2.9% | +0.1% | -3.0% | -3.2% |
| 30D | -30.9% | +0.1% | -31.0% | -31.0% |
| 3M | -42.5% | +2.0% | -44.6% | -44.4% |
| 6M | +29.8% | +13.0% | +16.8% | -0.3% |
| YTD | +37.9% | +13.6% | +24.3% | +5.6% |
| 1Y | +141.7% | +20.1% | +121.7% | +67.0% |
| All | +197.2% | +80.9% | +116.4% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling