+87.9%
AAT vs VT
+356.2%
-268.2%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | -0.1% | +0.1% |
| 7D | +2.1% | -0.3% | +2.4% | +2.4% |
| 30D | +3.5% | -1.4% | +4.9% | +4.8% |
| 3M | -3.2% | -1.4% | -1.8% | -2.1% |
| 6M | +10.6% | +5.5% | +5.1% | +4.7% |
| YTD | +22.3% | +12.8% | +9.5% | +8.3% |
| 1Y | +24.2% | +15.4% | +8.7% | +7.5% |
| 3Y | +33.2% | +76.9% | -43.7% | -22.6% |
| 5Y | -23.6% | +60.4% | -84.0% | -51.5% |
| 10Y | -12.2% | +232.8% | -245.0% | -69.5% |
| All | +87.9% | +356.2% | -268.2% | -50.3% |
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