+280.4%
AAON vs VT
+222.7%
+57.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.6% | +3.8% | +3.9% |
| 7D | +44.8% | +2.9% | +41.9% | +40.5% |
| 30D | -8.6% | -2.5% | -6.1% | -5.8% |
| 3M | -7.4% | -3.3% | -4.1% | -3.5% |
| 6M | -40.9% | +1.5% | -42.5% | -41.1% |
| YTD | +3.7% | +11.4% | -7.7% | -5.7% |
| 1Y | -22.4% | +11.9% | -34.4% | -29.6% |
| 3Y | +35.9% | +73.9% | -38.0% | -17.8% |
| 5Y | +56.5% | +57.9% | -1.4% | +3.4% |
| All | +280.4% | +222.7% | +57.7% | +27.1% |
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