+712.7%
AAMI vs VT
+223.7%
+489.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.6% | +3.0% | +2.1% |
| 7D | +9.7% | +0.4% | +9.4% | +9.0% |
| 30D | +2.5% | -2.6% | +5.1% | +6.1% |
| 3M | +7.0% | -3.2% | +10.3% | +11.8% |
| 6M | +40.3% | +0.9% | +39.3% | +38.4% |
| YTD | +105.3% | +11.3% | +93.9% | +78.0% |
| 1Y | +117.0% | +14.0% | +103.0% | +82.3% |
| 3Y | +504.2% | +75.8% | +428.3% | +180.4% |
| 5Y | +220.5% | +57.8% | +162.7% | +74.6% |
| 10Y | +712.7% | +219.8% | +492.9% | +101.5% |
| All | +712.7% | +223.7% | +489.1% | +101.5% |
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