+42.8%
AIPO vs VT
+25.2%
+17.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | +3.7% | +0.4% | +3.2% | +2.7% |
| 30D | -3.6% | +1.0% | -4.5% | -5.3% |
| 3M | -12.9% | +2.4% | -15.3% | -16.4% |
| 6M | +12.3% | +12.0% | +0.3% | -7.9% |
| YTD | +31.4% | +15.3% | +16.1% | +1.0% |
| 1Y | +45.2% | +22.6% | +22.6% | +1.2% |
| All | +42.8% | +25.2% | +17.7% | -2.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling