+715.8%
VTV vs AIG
-90.8%
+806.5%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.4% |
| 7D | -0.7% | -1.4% | +0.8% | -0.4% |
| 30D | -0.5% | -3.3% | +2.8% | +0.1% |
| 3M | +5.3% | +2.2% | +3.1% | +4.8% |
| 6M | +12.9% | -2.1% | +15.0% | +13.1% |
| YTD | +18.5% | -11.2% | +29.7% | +20.6% |
| 1Y | +25.3% | -2.1% | +27.4% | +25.1% |
| 3Y | +68.2% | +34.4% | +33.8% | +58.4% |
| 5Y | +80.6% | +53.7% | +26.9% | +65.1% |
| 10Y | +232.9% | +64.4% | +168.5% | +190.2% |
| All | +715.8% | -90.8% | +806.5% | +912.8% |
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 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