-24.0%
AAT price history and return analytics
+226.9%
-250.8%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.9% | -0.1% | -0.1% |
| 7D | -3.5% | -2.0% | -1.5% | -1.5% |
| 30D | -2.7% | -1.4% | -1.3% | -1.3% |
| 3M | -11.4% | +4.7% | -16.1% | -15.8% |
| 6M | +15.6% | +11.4% | +4.3% | +2.8% |
| YTD | +18.4% | +13.1% | +5.3% | +3.3% |
| 1Y | +12.0% | +19.0% | -7.0% | -7.5% |
| 3Y | +25.6% | +73.9% | -48.4% | -30.4% |
| 5Y | -25.8% | +65.4% | -91.2% | -56.8% |
| All | -24.0% | +226.9% | -250.8% | -76.7% |
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