+5.5%
AIP price history and return analytics
+60.7%
-55.2%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.6% | +5.3% | +2.1% |
| 7D | +7.6% | +0.4% | +7.2% | +7.3% |
| 30D | -14.4% | -2.6% | -11.8% | -8.0% |
| 3M | -35.5% | -3.2% | -32.3% | -29.2% |
| 6M | -39.7% | +0.9% | -40.7% | -38.0% |
| YTD | +23.9% | +11.3% | +12.6% | +6.5% |
| 1Y | +32.6% | +14.0% | +18.6% | +9.7% |
| 3Y | +325.7% | +75.8% | +249.9% | +73.8% |
| 5Y | -12.2% | +57.8% | -70.0% | -54.5% |
| All | +5.5% | +60.7% | -55.2% | -47.1% |
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