+89.7%
AIA vs VT
+66.2%
+23.6%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.2% | +3.2% |
| 7D | +3.7% | +0.4% | +3.3% | +3.1% |
| 30D | +5.7% | +1.0% | +4.7% | +4.5% |
| 3M | -1.0% | +2.4% | -3.4% | -3.1% |
| 6M | +30.3% | +12.0% | +18.3% | +15.9% |
| YTD | +48.0% | +15.3% | +32.6% | +27.7% |
| 1Y | +73.3% | +22.6% | +50.7% | +40.3% |
| 3Y | +163.0% | +74.7% | +88.4% | +47.2% |
| All | +89.7% | +66.2% | +23.6% | +11.0% |
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