+53.1%
AIG vs VSH
+74.2%
-21.0%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.1% | -5.7% | -0.3% |
| 7D | -1.2% | +4.8% | -5.9% | -1.7% |
| 30D | -1.1% | -0.7% | -0.4% | -1.1% |
| 3M | +0.7% | -43.1% | +43.7% | +7.2% |
| 6M | -2.2% | +91.8% | -94.0% | -18.3% |
| YTD | -10.8% | +131.6% | -142.5% | -28.9% |
| 1Y | -2.0% | +118.1% | -120.1% | -21.4% |
| 3Y | +34.8% | +40.9% | -6.1% | +19.1% |
| All | +53.1% | +74.2% | -21.0% | +16.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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