+1,687.9%
AAON vs VT
+346.0%
+1,341.8%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +4.8% |
| 7D | -15.1% | -2.3% | -12.8% | -13.2% |
| 30D | -34.4% | -5.0% | -29.4% | -30.6% |
| 3M | -36.6% | -4.9% | -31.7% | -32.8% |
| 6M | -41.7% | -1.5% | -40.2% | -40.1% |
| YTD | -24.8% | +8.5% | -33.2% | -29.6% |
| 1Y | -42.6% | +11.4% | -54.0% | -47.6% |
| 3Y | +0.4% | +70.1% | -69.7% | -39.1% |
| 5Y | +19.1% | +53.7% | -34.7% | -20.2% |
| 10Y | +231.2% | +220.0% | +11.2% | +2.8% |
| All | +1,687.9% | +346.0% | +1,341.8% | +355.5% |
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 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