+339.5%
AIP vs VOO
+78.5%
+261.1%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.4% | -3.8% | -3.2% |
| 7D | +8.7% | +2.6% | +6.1% | +2.0% |
| 30D | -1.7% | -2.0% | +0.3% | +5.4% |
| 3M | -29.9% | -2.8% | -27.1% | -22.8% |
| 6M | -45.6% | +2.2% | -47.8% | -46.1% |
| YTD | +24.8% | +11.5% | +13.3% | +2.2% |
| 1Y | +41.7% | +13.5% | +28.2% | +12.3% |
| 3Y | +339.5% | +78.1% | +261.5% | +11.0% |
| All | +339.5% | +78.5% | +261.1% | +11.0% |
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 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