+43.5%
AIPO price history and return analytics
+23.7%
+19.7%
-24.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.0% |
| 7D | +4.7% | -0.1% | +4.9% | +5.0% |
| 30D | -1.7% | -0.7% | -1.0% | -0.2% |
| 3M | -5.6% | +4.0% | -9.6% | -12.1% |
| 6M | +14.1% | +12.3% | +1.8% | -7.1% |
| YTD | +32.0% | +14.0% | +18.0% | +3.8% |
| 1Y | +44.1% | +20.3% | +23.8% | +3.9% |
| All | +43.5% | +23.7% | +19.7% | +0.1% |
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