+5.5%
AIP vs VOO
+76.8%
-71.4%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.3% | +5.5% | +3.0% |
| 7D | +7.6% | +0.1% | +7.5% | +8.1% |
| 30D | -14.4% | -3.3% | -11.1% | -6.9% |
| 3M | -35.5% | -2.4% | -33.1% | -30.9% |
| 6M | -39.7% | +2.6% | -42.3% | -40.4% |
| YTD | +23.9% | +11.3% | +12.6% | +7.0% |
| 1Y | +32.6% | +13.4% | +19.2% | +11.5% |
| 3Y | +325.7% | +80.3% | +245.4% | +75.4% |
| 5Y | -12.2% | +72.7% | -84.9% | -57.6% |
| All | +5.5% | +76.8% | -71.4% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling