+39.7%
AIPO vs VOO
+20.7%
+18.9%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.4% |
| 7D | -0.1% | -2.0% | +1.8% | +4.1% |
| 30D | -5.9% | -1.7% | -4.2% | -2.5% |
| 3M | -3.4% | +4.7% | -8.1% | -12.0% |
| 6M | +10.0% | +12.6% | -2.5% | -11.9% |
| YTD | +28.5% | +11.8% | +16.8% | +4.3% |
| 1Y | +34.8% | +17.5% | +17.3% | +0.8% |
| All | +39.7% | +20.7% | +18.9% | +1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling