+249.0%
AAMI price history and return analytics
+63.7%
+185.3%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.4% | +0.6% |
| 7D | -0.2% | -2.0% | +1.8% | +2.3% |
| 30D | +0.5% | -1.4% | +2.0% | +2.4% |
| 3M | +21.1% | +4.7% | +16.4% | +14.5% |
| 6M | +79.1% | +11.4% | +67.8% | +57.4% |
| YTD | +96.5% | +13.1% | +83.4% | +70.1% |
| 1Y | +98.3% | +19.0% | +79.3% | +61.7% |
| 3Y | +355.5% | +73.9% | +281.6% | +137.1% |
| 5Y | +249.0% | +65.4% | +183.6% | +92.9% |
| All | +249.0% | +63.7% | +185.3% | +92.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling