+10.9%
AIP price history and return analytics
+60.8%
-49.8%
-87.6%
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 | +26.7% | +2.9% | +23.9% | +19.5% |
| 30D | -4.6% | -2.5% | -2.1% | +2.5% |
| 3M | -28.4% | -3.3% | -25.0% | -21.2% |
| 6M | -37.7% | +1.5% | -39.3% | -36.7% |
| YTD | +30.3% | +11.4% | +18.9% | +12.0% |
| 1Y | +34.4% | +11.9% | +22.5% | +15.5% |
| 3Y | +358.9% | +73.9% | +285.0% | +91.2% |
| 5Y | -8.9% | +57.9% | -66.8% | -52.8% |
| All | +10.9% | +60.8% | -49.8% | -44.4% |
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