+3,297.7%
V vs AIG
-84.7%
+3,382.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -0.4% | +2.0% | -2.4% | -0.7% |
| 30D | +6.3% | +6.3% | 0.0% | +5.3% |
| 3M | +17.2% | +9.2% | +8.0% | +15.5% |
| 6M | +29.2% | +9.5% | +19.7% | +27.3% |
| YTD | +20.8% | -1.6% | +22.4% | +20.8% |
| 1Y | +25.0% | +8.5% | +16.5% | +23.0% |
| 3Y | +75.3% | +38.3% | +37.0% | +65.7% |
| 5Y | +105.8% | +59.0% | +46.8% | +89.4% |
| 10Y | +451.9% | +67.8% | +384.1% | +384.6% |
| All | +3,297.7% | -84.7% | +3,382.5% | +3,492.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling