+348.0%
VT vs AIG
-77.2%
+425.2%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.0% | -3.1% | -3.9% |
| 7D | -4.2% | -0.6% | -3.5% | -4.1% |
| 30D | -5.8% | +7.7% | -13.5% | -6.9% |
| 3M | -5.2% | +1.7% | -6.9% | -5.6% |
| 6M | +0.1% | +4.5% | -4.4% | -0.8% |
| YTD | +8.2% | -3.6% | +11.8% | +8.4% |
| 1Y | +10.1% | +8.7% | +1.5% | +8.2% |
| 3Y | +69.7% | +35.7% | +33.9% | +60.5% |
| 5Y | +53.4% | +53.9% | -0.5% | +41.5% |
| 10Y | +219.2% | +81.5% | +137.7% | +177.3% |
| All | +348.0% | -77.2% | +425.2% | +274.3% |
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