+619.3%
AAMI vs VT
+227.6%
+391.8%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +5.6% |
| 7D | +0.5% | -4.2% | +4.7% | +6.2% |
| 30D | -1.8% | -5.8% | +4.0% | +6.1% |
| 3M | +0.5% | -5.2% | +5.8% | +7.7% |
| 6M | +34.6% | +0.1% | +34.5% | +34.1% |
| YTD | +96.2% | +8.2% | +87.9% | +77.0% |
| 1Y | +111.5% | +10.1% | +101.4% | +86.6% |
| 3Y | +452.9% | +69.7% | +383.2% | +174.3% |
| 5Y | +206.5% | +53.4% | +153.1% | +75.7% |
| 10Y | +722.5% | +219.2% | +503.3% | +94.9% |
| All | +619.3% | +227.6% | +391.8% | +62.7% |
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