-2.9%
AIG vs VT
+21.4%
-24.3%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -2.0% |
| 7D | -1.6% | +1.0% | -2.6% | -1.6% |
| 30D | -5.2% | -0.2% | -5.0% | -5.2% |
| 3M | +1.5% | +4.5% | -3.1% | +0.9% |
| 6M | -3.9% | +14.1% | -18.0% | -7.2% |
| YTD | -11.6% | +14.8% | -26.4% | -14.7% |
| 1Y | -2.9% | +21.2% | -24.1% | -8.1% |
| All | -2.9% | +21.4% | -24.3% | -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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling