+236.6%
AAON vs VT
+223.7%
+12.9%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +2.6% | +7.3% | +7.1% |
| 7D | -7.5% | +0.4% | -7.9% | -8.0% |
| 30D | -27.0% | -2.6% | -24.4% | -24.6% |
| 3M | -33.6% | -3.2% | -30.4% | -30.8% |
| 6M | -54.9% | +0.9% | -55.8% | -54.7% |
| YTD | -17.3% | +11.3% | -28.6% | -24.6% |
| 1Y | -40.2% | +14.0% | -54.2% | -46.7% |
| 3Y | +10.8% | +75.8% | -65.0% | -33.5% |
| 5Y | +26.2% | +57.8% | -31.6% | -16.4% |
| 10Y | +236.6% | +219.8% | +16.8% | +22.5% |
| All | +236.6% | +223.7% | +12.9% | +22.5% |
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