+25.1%
AAON vs VT
+75.0%
-49.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +4.8% | +0.4% | +4.3% | +4.0% |
| 30D | -14.7% | +1.0% | -15.6% | -15.9% |
| 3M | -44.6% | +2.4% | -47.0% | -46.3% |
| 6M | -17.0% | +12.0% | -29.0% | -30.2% |
| YTD | +4.5% | +15.3% | -10.9% | -16.0% |
| 1Y | -1.9% | +22.6% | -24.5% | -28.0% |
| All | +25.1% | +75.0% | -49.8% | -43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling