+38.2%
AIPI vs VT
+45.9%
-7.7%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.9% | -0.8% |
| 7D | +3.5% | +2.4% | +1.1% | +0.7% |
| 30D | -12.6% | -1.5% | -11.1% | -10.8% |
| 3M | -10.0% | -4.1% | -5.9% | -5.2% |
| 6M | -0.3% | +0.6% | -0.9% | -0.5% |
| YTD | +3.0% | +11.0% | -8.1% | -8.9% |
| 1Y | +3.8% | +13.3% | -9.5% | -10.4% |
| All | +38.2% | +45.9% | -7.7% | -12.0% |
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