+18.7%
AIPO vs VT
+20.8%
-2.1%
-37.8%
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% | +0.7% |
| 7D | +11.7% | +2.9% | +8.8% | +5.6% |
| 30D | -14.5% | -2.5% | -12.0% | -9.5% |
| 3M | -21.5% | -3.3% | -18.2% | -15.2% |
| 6M | -26.0% | +1.5% | -27.5% | -26.8% |
| YTD | +9.2% | +11.4% | -2.1% | -9.2% |
| 1Y | +1.6% | +11.9% | -10.3% | -16.0% |
| All | +18.7% | +20.8% | -2.1% | -12.4% |
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