+46.4%
VTRS vs AIG
+53.2%
-6.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -2.2% | -1.2% | -1.0% | -1.7% |
| 30D | +3.3% | -1.1% | +4.4% | +3.8% |
| 3M | +2.0% | +0.7% | +1.3% | +1.6% |
| 6M | +19.9% | -2.2% | +22.1% | +20.6% |
| YTD | +35.7% | -10.8% | +46.6% | +41.8% |
| 1Y | +68.1% | -2.0% | +70.1% | +67.1% |
| 3Y | +87.1% | +34.8% | +52.2% | +53.6% |
| All | +46.4% | +53.2% | -6.8% | +11.0% |
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