+700.8%
AAMI vs VT
+217.6%
+483.2%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +2.2% |
| 7D | +11.1% | -0.1% | +11.2% | +11.1% |
| 30D | +4.1% | -3.1% | +7.2% | +8.4% |
| 3M | +7.7% | -3.5% | +11.2% | +12.9% |
| 6M | +42.5% | +0.5% | +42.0% | +41.5% |
| YTD | +108.5% | +10.8% | +97.7% | +81.9% |
| 1Y | +116.8% | +11.9% | +104.9% | +86.7% |
| 3Y | +506.5% | +73.0% | +433.6% | +187.9% |
| 5Y | +225.8% | +58.6% | +167.2% | +76.1% |
| 10Y | +700.8% | +219.2% | +481.6% | +96.3% |
| All | +700.8% | +217.6% | +483.2% | +96.3% |
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