+22.8%
AIPI vs VOO
+17.3%
+5.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.5% |
| 7D | -1.2% | -2.0% | +0.8% | +1.2% |
| 30D | +0.9% | -1.7% | +2.5% | +2.9% |
| 3M | +8.0% | +4.7% | +3.2% | +2.7% |
| 6M | +18.1% | +12.6% | +5.6% | +3.4% |
| YTD | +14.0% | +11.8% | +2.2% | +0.6% |
| 1Y | +22.8% | +17.5% | +5.2% | +3.3% |
| All | +22.8% | +17.3% | +5.5% | +3.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling