-12.3%
AIP price history and return analytics
+53.4%
-65.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.2% | +11.5% | +11.2% |
| 7D | -5.3% | -2.3% | -3.0% | +0.1% |
| 30D | -23.9% | -5.0% | -19.0% | -13.8% |
| 3M | -43.7% | -4.9% | -38.8% | -36.0% |
| 6M | -43.3% | -1.5% | -41.8% | -38.4% |
| YTD | +14.8% | +8.5% | +6.4% | +4.3% |
| 1Y | +19.5% | +11.4% | +8.2% | +3.9% |
| 3Y | +176.0% | +70.1% | +105.9% | +20.2% |
| All | -12.3% | +53.4% | -65.7% | -47.6% |
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