+948.7%
VTI vs AIG
-92.0%
+1,040.7%
-55.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.5% | -1.0% | -0.6% |
| 7D | -0.4% | -1.4% | +1.1% | -0.1% |
| 30D | -1.6% | -3.3% | +1.7% | -1.0% |
| 3M | +3.6% | +2.2% | +1.4% | +3.0% |
| 6M | +13.0% | -2.1% | +15.1% | +13.2% |
| YTD | +12.7% | -11.2% | +23.9% | +14.6% |
| 1Y | +18.4% | -2.1% | +20.5% | +18.1% |
| 3Y | +76.4% | +34.4% | +42.1% | +66.0% |
| 5Y | +73.7% | +53.7% | +20.0% | +58.8% |
| 10Y | +302.5% | +64.4% | +238.1% | +250.2% |
| All | +948.7% | -92.0% | +1,040.7% | +1,297.5% |
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