+6.3%
AIPO vs VT
+17.4%
-11.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.6% | -4.1% | -4.5% | -0.3% |
| 7D | -16.3% | -4.2% | -12.2% | -8.7% |
| 30D | -28.0% | -5.8% | -22.2% | -18.3% |
| 3M | -28.2% | -5.2% | -23.0% | -19.4% |
| 6M | -32.8% | +0.1% | -33.0% | -31.6% |
| YTD | -2.2% | +8.2% | -10.4% | -14.0% |
| 1Y | -12.4% | +10.1% | -22.5% | -25.2% |
| All | +6.3% | +17.4% | -11.2% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling