+6.3%
AIP price history and return analytics
+60.3%
-54.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.3% | -3.9% | -3.6% |
| 7D | +8.7% | +2.4% | +6.3% | +3.6% |
| 30D | -1.7% | -1.5% | -0.2% | +3.2% |
| 3M | -29.9% | -4.1% | -25.8% | -21.4% |
| 6M | -45.6% | +0.6% | -46.2% | -43.6% |
| YTD | +24.8% | +11.0% | +13.7% | +8.0% |
| 1Y | +41.7% | +13.3% | +28.3% | +18.5% |
| 3Y | +339.5% | +73.4% | +266.2% | +84.4% |
| 5Y | -12.8% | +57.4% | -70.2% | -54.5% |
| All | +6.3% | +60.3% | -54.1% | -46.4% |
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