+13.4%
AJG vs VT
+76.6%
-63.2%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | -3.8% | +1.0% | -4.8% | -3.9% |
| 30D | +1.6% | -0.2% | +1.8% | +1.7% |
| 3M | +18.6% | +4.5% | +14.1% | +17.4% |
| 6M | +10.9% | +14.1% | -3.2% | +6.6% |
| YTD | -2.0% | +14.8% | -16.7% | -6.2% |
| 1Y | -14.9% | +21.2% | -36.1% | -20.5% |
| 3Y | +13.4% | +76.6% | -63.1% | -10.9% |
| All | +13.4% | +76.6% | -63.2% | -10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling