+221.1%
AAMI vs VT
+59.8%
+161.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.5% | -1.7% |
| 7D | +6.1% | -0.7% | +6.8% | +6.8% |
| 30D | +5.0% | -1.7% | +6.7% | +7.1% |
| 3M | +6.3% | -2.3% | +8.6% | +9.3% |
| 6M | +34.6% | +1.5% | +33.1% | +32.1% |
| YTD | +107.8% | +12.0% | +95.7% | +81.5% |
| 1Y | +122.1% | +12.9% | +109.2% | +92.5% |
| 3Y | +504.4% | +74.9% | +429.4% | +211.5% |
| 5Y | +221.1% | +59.9% | +161.1% | +83.0% |
| All | +221.1% | +59.8% | +161.3% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling