+2,382.2%
AAON vs VT
+374.2%
+2,008.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | 0.0% | +2.0% | +2.0% |
| 7D | +4.8% | +0.4% | +4.3% | +4.3% |
| 30D | -14.7% | +1.0% | -15.6% | -15.4% |
| 3M | -44.6% | +2.4% | -47.0% | -45.5% |
| 6M | -17.0% | +12.0% | -29.0% | -25.4% |
| YTD | +4.5% | +15.3% | -10.9% | -8.7% |
| 1Y | -1.9% | +22.6% | -24.5% | -19.2% |
| 3Y | +22.6% | +74.7% | -52.1% | -27.9% |
| 5Y | +81.8% | +66.1% | +15.6% | +11.9% |
| 10Y | +336.9% | +225.0% | +111.9% | +33.0% |
| All | +2,382.2% | +374.2% | +2,008.0% | +490.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling