+73.0%
AIA vs VT
+57.5%
+15.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.4% |
| 7D | -3.0% | -0.1% | -2.8% | -2.6% |
| 30D | -12.5% | -3.1% | -9.4% | -8.8% |
| 3M | -8.6% | -3.5% | -5.2% | -4.2% |
| 6M | -10.2% | +0.5% | -10.7% | -9.4% |
| YTD | +26.5% | +10.8% | +15.8% | +15.2% |
| 1Y | +26.3% | +11.9% | +14.4% | +13.8% |
| 3Y | +133.5% | +73.0% | +60.6% | +33.6% |
| 5Y | +73.0% | +58.6% | +14.4% | +8.1% |
| All | +73.0% | +57.5% | +15.5% | +8.1% |
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