+2.4%
AIP vs VT
+60.2%
-57.8%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | 0.0% | +4.3% | +4.3% |
| 7D | -11.1% | -1.6% | -9.5% | -7.6% |
| 30D | -24.5% | -2.5% | -22.0% | -19.4% |
| 3M | -38.1% | -1.3% | -36.8% | -35.3% |
| 6M | -35.6% | +3.1% | -38.7% | -36.8% |
| YTD | +20.2% | +10.9% | +9.3% | +3.5% |
| 1Y | +42.3% | +12.1% | +30.3% | +21.7% |
| 3Y | +179.7% | +73.9% | +105.8% | +16.0% |
| 5Y | -16.7% | +58.0% | -74.7% | -57.0% |
| All | +2.4% | +60.2% | -57.8% | -48.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling