+377.4%
VT vs AIG
-78.6%
+456.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | +0.4% | -0.9% | +1.4% | +0.6% |
| 30D | +1.0% | -4.9% | +5.9% | +1.7% |
| 3M | +2.4% | +4.5% | -2.1% | +1.5% |
| 6M | +12.0% | -1.4% | +13.4% | +12.0% |
| YTD | +15.3% | -9.8% | +25.1% | +16.8% |
| 1Y | +22.6% | -4.5% | +27.1% | +22.8% |
| 3Y | +74.7% | +37.4% | +37.2% | +65.0% |
| 5Y | +66.1% | +55.0% | +11.2% | +53.3% |
| 10Y | +225.0% | +63.7% | +161.3% | +186.7% |
| All | +377.4% | -78.6% | +456.1% | +303.3% |
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