+47.8%
AA price history and return analytics
+224.4%
-176.6%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.1% | +1.5% | +0.6% |
| 7D | +1.1% | -0.7% | +1.8% | +2.5% |
| 30D | -1.3% | -1.7% | +0.5% | +2.1% |
| 3M | -23.9% | -2.3% | -21.6% | -20.5% |
| 6M | -36.8% | +1.5% | -38.3% | -38.0% |
| YTD | -22.2% | +12.0% | -34.2% | -36.3% |
| 1Y | +10.4% | +12.9% | -2.5% | -10.5% |
| 3Y | +72.0% | +74.9% | -2.9% | -32.8% |
| 5Y | -15.6% | +59.9% | -75.5% | -59.7% |
| 10Y | +47.8% | +224.6% | -176.8% | -77.6% |
| All | +47.8% | +224.4% | -176.6% | -77.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 10y: compounded portfolio wealth divided by compounded VT 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…
10y analysis · Full analysis span regression · 6 months rolling