+316.3%
AIA vs VT
+345.0%
-28.6%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | -4.1% | -4.0% | -3.8% |
| 7D | -11.5% | -4.2% | -7.3% | -7.3% |
| 30D | -19.5% | -5.8% | -13.7% | -14.1% |
| 3M | -14.4% | -5.2% | -9.2% | -9.1% |
| 6M | -9.8% | +0.1% | -9.9% | -8.6% |
| YTD | +19.8% | +8.2% | +11.6% | +12.7% |
| 1Y | +20.5% | +10.1% | +10.4% | +11.4% |
| 3Y | +120.3% | +69.7% | +50.6% | +32.4% |
| 5Y | +64.5% | +53.4% | +11.2% | +9.6% |
| 10Y | +201.1% | +219.2% | -18.1% | -5.4% |
| All | +316.3% | +345.0% | -28.6% | -6.9% |
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