+632.6%
AAMI vs VT
+249.1%
+383.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | 0.0% | +1.5% | +1.5% |
| 7D | -2.3% | +0.4% | -2.7% | -2.8% |
| 30D | +2.4% | +1.0% | +1.4% | +1.1% |
| 3M | +23.6% | +2.4% | +21.2% | +19.7% |
| 6M | +71.7% | +12.0% | +59.7% | +48.0% |
| YTD | +99.8% | +15.3% | +84.4% | +66.0% |
| 1Y | +120.4% | +22.6% | +97.8% | +69.2% |
| 3Y | +346.9% | +74.7% | +272.2% | +113.9% |
| 5Y | +245.2% | +66.1% | +179.1% | +78.1% |
| 10Y | +661.5% | +225.0% | +436.5% | +75.6% |
| All | +632.6% | +249.1% | +383.5% | +52.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling