+612.8%
AAMI vs VT
+228.3%
+384.5%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +4.9% |
| 3M | -0.5% | -4.9% | +4.3% | +6.0% |
| 6M | +34.3% | -1.5% | +35.8% | +37.0% |
| YTD | +94.4% | +8.5% | +85.9% | +74.8% |
| 1Y | +109.2% | +11.4% | +97.8% | +81.9% |
| 3Y | +452.8% | +70.1% | +382.8% | +173.4% |
| 5Y | +203.8% | +53.7% | +150.0% | +73.5% |
| 10Y | +715.1% | +220.0% | +495.1% | +92.5% |
| All | +612.8% | +228.3% | +384.5% | +60.7% |
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