+46.9%
AIPO price history and return analytics
+24.5%
+22.4%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.5% | +3.4% | +3.9% |
| 7D | +8.1% | +1.0% | +7.1% | +5.9% |
| 30D | -0.8% | -0.2% | -0.6% | -0.3% |
| 3M | -4.9% | +4.5% | -9.4% | -12.4% |
| 6M | +21.5% | +14.1% | +7.5% | -4.1% |
| YTD | +35.2% | +14.8% | +20.4% | +4.9% |
| 1Y | +49.2% | +21.2% | +28.0% | +6.0% |
| All | +46.9% | +24.5% | +22.4% | +1.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling