-27.2%
AAT vs VT
+66.2%
-93.3%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -0.2% | +0.4% | -0.7% | -0.6% |
| 30D | -3.0% | +1.0% | -4.0% | -3.8% |
| 3M | -6.2% | +2.4% | -8.6% | -8.4% |
| 6M | +16.1% | +12.0% | +4.1% | +4.4% |
| YTD | +22.1% | +15.3% | +6.7% | +6.6% |
| 1Y | +14.2% | +22.6% | -8.4% | -6.0% |
| 3Y | +25.1% | +74.7% | -49.6% | -26.2% |
| All | -27.2% | +66.2% | -93.3% | -55.2% |
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