+106.2%
AAMI vs VT
+21.4%
+84.8%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.5% | -1.0% | -0.8% |
| 7D | +2.3% | +1.0% | +1.3% | +0.9% |
| 30D | +2.6% | -0.2% | +2.8% | +3.0% |
| 3M | +19.8% | +4.5% | +15.2% | +12.5% |
| 6M | +80.6% | +14.1% | +66.6% | +49.3% |
| YTD | +96.7% | +14.8% | +81.9% | +62.1% |
| 1Y | +106.2% | +21.2% | +85.0% | +59.8% |
| All | +106.2% | +21.4% | +84.8% | +59.8% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling