+16.0%
AA vs VT
+15.2%
+0.8%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.7% | +1.1% | 0.0% |
| 7D | +0.9% | -0.3% | +1.2% | +1.4% |
| 30D | -6.4% | -1.4% | -5.0% | -4.2% |
| 3M | -13.0% | -1.4% | -11.6% | -10.9% |
| 6M | -34.6% | +5.5% | -40.1% | -39.0% |
| YTD | -23.0% | +12.8% | -35.9% | -36.0% |
| 1Y | +16.0% | +15.4% | +0.6% | -8.4% |
| All | +16.0% | +15.2% | +0.8% | -8.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling