-26.0%
AIP vs VT
+53.2%
-79.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -4.1% | -7.9% | -3.0% |
| 7D | -22.6% | -4.2% | -18.5% | -14.5% |
| 30D | -34.0% | -5.8% | -28.2% | -23.7% |
| 3M | -48.5% | -5.2% | -43.3% | -41.0% |
| 6M | -47.1% | +0.1% | -47.3% | -44.5% |
| YTD | +2.8% | +8.2% | -5.5% | -6.3% |
| 1Y | +2.6% | +10.1% | -7.5% | -8.8% |
| 3Y | +139.2% | +69.7% | +69.5% | +4.7% |
| 5Y | -26.0% | +53.4% | -79.4% | -57.3% |
| All | -26.0% | +53.2% | -79.2% | -57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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