+710.4%
AAMI vs VT
+215.5%
+494.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.2% |
| 7D | +2.3% | -2.3% | +4.6% | +5.3% |
| 30D | -1.7% | -5.0% | +3.2% | +5.0% |
| 3M | -0.5% | -4.9% | +4.3% | +6.2% |
| 6M | +34.3% | -1.5% | +35.8% | +37.0% |
| YTD | +94.4% | +8.5% | +85.9% | +74.3% |
| 1Y | +109.2% | +11.4% | +97.8% | +81.2% |
| 3Y | +452.8% | +70.1% | +382.8% | +168.3% |
| 5Y | +203.8% | +53.7% | +150.0% | +71.3% |
| All | +710.4% | +215.5% | +494.9% | +111.6% |
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