+39.8%
AIPI vs VT
+46.4%
-6.5%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | +0.1% |
| 7D | +6.6% | +2.9% | +3.7% | +3.0% |
| 30D | -14.0% | -2.5% | -11.5% | -11.1% |
| 3M | -8.6% | -3.3% | -5.2% | -4.6% |
| 6M | +1.1% | +1.5% | -0.5% | -0.3% |
| YTD | +4.2% | +11.4% | -7.2% | -8.1% |
| 1Y | +2.6% | +11.9% | -9.3% | -10.0% |
| All | +39.8% | +46.4% | -6.5% | -11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling