+43.5%
AIPO vs VOO
+21.5%
+22.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.9% | -1.4% |
| 7D | +4.7% | -0.4% | +5.1% | +5.5% |
| 30D | -1.7% | -1.4% | -0.3% | +1.2% |
| 3M | -5.6% | +3.7% | -9.3% | -12.2% |
| 6M | +14.1% | +13.0% | +1.0% | -9.6% |
| YTD | +32.0% | +12.4% | +19.6% | +5.7% |
| 1Y | +44.1% | +18.6% | +25.5% | +6.0% |
| All | +43.5% | +21.5% | +22.0% | +2.6% |
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