+103.5%
V vs AIG
+57.4%
+46.1%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.4% | -3.2% | -1.2% |
| 7D | +0.6% | +2.2% | -1.6% | -0.3% |
| 30D | +9.7% | +6.9% | +2.9% | +6.8% |
| 3M | +17.3% | +6.8% | +10.5% | +14.1% |
| 6M | +33.2% | +9.2% | +24.0% | +28.2% |
| YTD | +21.3% | -1.9% | +23.3% | +21.4% |
| 1Y | +27.3% | +9.7% | +17.7% | +21.4% |
| 3Y | +76.1% | +37.9% | +38.2% | +51.5% |
| 5Y | +103.5% | +56.8% | +46.6% | +62.4% |
| All | +103.5% | +57.4% | +46.1% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AIG.
Daily Out/Under-Performance
Portfolio return minus AIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AIG 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 AIG 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