+42.8%
AIPO vs VOO
+22.7%
+20.1%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.9% |
| 7D | +3.7% | +0.1% | +3.6% | +3.4% |
| 30D | -3.6% | +0.1% | -3.6% | -3.7% |
| 3M | -12.9% | +2.0% | -14.9% | -16.1% |
| 6M | +12.3% | +13.0% | -0.8% | -10.9% |
| YTD | +31.4% | +13.6% | +17.8% | +3.1% |
| 1Y | +45.2% | +20.1% | +25.1% | +4.2% |
| All | +42.8% | +22.7% | +20.1% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling