+769.3%
VST vs AIG
+54.7%
+714.7%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.4% | +3.8% |
| 7D | +8.9% | -0.9% | +9.8% | +9.2% |
| 30D | +6.2% | -4.9% | +11.1% | +7.7% |
| 3M | -2.7% | +4.5% | -7.2% | -4.6% |
| 6M | -8.4% | -1.4% | -6.9% | -8.6% |
| YTD | -7.2% | -9.8% | +2.6% | -4.9% |
| 1Y | -20.9% | -4.5% | -16.4% | -21.2% |
| 3Y | +384.0% | +37.4% | +346.5% | +316.7% |
| All | +769.3% | +54.7% | +714.7% | +605.0% |
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 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