+170.2%
VEA vs AIG
-90.8%
+260.9%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.5% | -1.3% | -0.9% |
| 7D | +0.3% | -1.4% | +1.8% | +0.5% |
| 30D | +0.4% | -3.3% | +3.8% | +1.0% |
| 3M | +4.8% | +2.2% | +2.6% | +4.3% |
| 6M | +11.3% | -2.1% | +13.4% | +11.4% |
| YTD | +17.4% | -11.2% | +28.6% | +19.2% |
| 1Y | +26.2% | -2.1% | +28.3% | +26.0% |
| 3Y | +77.7% | +34.4% | +43.4% | +68.1% |
| 5Y | +60.9% | +53.7% | +7.2% | +48.1% |
| 10Y | +163.6% | +64.4% | +99.2% | +131.2% |
| All | +170.2% | -90.8% | +260.9% | +213.3% |
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