-18.6%
AIP vs VOO
+68.0%
-86.6%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.3% | +11.4% | +11.1% |
| 7D | -5.3% | -2.7% | -2.6% | +0.7% |
| 30D | -23.9% | -5.4% | -18.6% | -13.6% |
| 3M | -43.7% | -4.1% | -39.6% | -37.6% |
| 6M | -43.3% | +0.7% | -44.1% | -41.8% |
| YTD | +14.8% | +8.7% | +6.1% | +3.8% |
| 1Y | +19.5% | +11.0% | +8.6% | +5.1% |
| 3Y | +176.0% | +75.5% | +100.5% | +19.5% |
| All | -18.6% | +68.0% | -86.6% | -55.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling