+54.9%
AIPI vs VOO
+48.9%
+6.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.5% |
| 7D | +1.8% | -0.4% | +2.1% | +2.2% |
| 30D | +2.2% | -1.4% | +3.6% | +3.9% |
| 3M | +7.4% | +3.7% | +3.7% | +3.1% |
| 6M | +20.0% | +13.0% | +6.9% | +4.2% |
| YTD | +15.4% | +12.4% | +3.0% | +0.9% |
| 1Y | +23.5% | +18.6% | +4.9% | +1.4% |
| All | +54.9% | +48.9% | +6.0% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling