+59.9%
VT vs AIG
+58.0%
+2.0%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +0.9% |
| 7D | -0.7% | +1.4% | -2.1% | -1.2% |
| 30D | -1.7% | +6.6% | -8.4% | -3.8% |
| 3M | -2.3% | +7.9% | -10.2% | -4.8% |
| 6M | +1.5% | +10.4% | -8.9% | -2.1% |
| YTD | +12.0% | -1.3% | +13.3% | +11.8% |
| 1Y | +12.9% | +11.5% | +1.4% | +7.7% |
| 3Y | +74.9% | +38.8% | +36.2% | +51.4% |
| 5Y | +59.9% | +57.8% | +2.1% | +28.8% |
| All | +59.9% | +58.0% | +2.0% | +28.8% |
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