+39.7%
AIPO price history and return analytics
+22.7%
+17.0%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.8% | -0.9% |
| 7D | -0.1% | -2.0% | +1.9% | +4.0% |
| 30D | -5.9% | -1.4% | -4.5% | -3.0% |
| 3M | -3.4% | +4.7% | -8.1% | -11.2% |
| 6M | +10.0% | +11.4% | -1.3% | -8.8% |
| YTD | +28.5% | +13.1% | +15.5% | +2.9% |
| 1Y | +34.8% | +19.0% | +15.8% | -0.8% |
| All | +39.7% | +22.7% | +17.0% | -0.8% |
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