+54.9%
AIPI price history and return analytics
+49.9%
+5.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.6% | +0.7% |
| 7D | +1.8% | -0.1% | +1.9% | +1.9% |
| 30D | +2.2% | -0.7% | +2.9% | +3.0% |
| 3M | +7.4% | +4.0% | +3.4% | +2.8% |
| 6M | +20.0% | +12.3% | +7.7% | +4.7% |
| YTD | +15.4% | +14.0% | +1.4% | -1.3% |
| 1Y | +23.5% | +20.3% | +3.2% | -1.1% |
| All | +54.9% | +49.9% | +5.0% | -4.7% |
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