+11.6%
AIP price history and return analytics
+61.8%
-50.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +1.1% | +5.3% | +3.9% |
| 7D | +12.3% | -0.7% | +13.0% | +15.0% |
| 30D | -5.3% | -1.7% | -3.5% | 0.0% |
| 3M | -26.0% | -2.3% | -23.7% | -20.4% |
| 6M | -38.7% | +1.5% | -40.2% | -37.7% |
| YTD | +31.1% | +12.0% | +19.1% | +11.2% |
| 1Y | +31.0% | +12.9% | +18.1% | +10.5% |
| 3Y | +361.8% | +74.9% | +286.9% | +89.9% |
| 5Y | -5.9% | +59.9% | -65.8% | -52.3% |
| All | +11.6% | +61.8% | -50.1% | -44.8% |
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