+213.7%
VT vs AIG
+71.9%
+141.7%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.9% | +4.2% | +1.5% |
| 7D | -2.3% | -5.1% | +2.7% | -0.7% |
| 30D | -5.0% | +2.8% | -7.7% | -5.9% |
| 3M | -4.9% | -2.1% | -2.7% | -4.4% |
| 6M | -1.5% | +1.4% | -3.0% | -2.5% |
| YTD | +8.5% | -7.4% | +15.8% | +10.2% |
| 1Y | +11.4% | +4.4% | +6.9% | +8.5% |
| 3Y | +70.1% | +30.0% | +40.1% | +52.1% |
| 5Y | +53.7% | +47.9% | +5.9% | +29.4% |
| All | +213.7% | +71.9% | +141.7% | +127.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling