+1,601.3%
AAON vs VT
+345.0%
+1,256.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -4.1% | -2.5% | -2.2% |
| 7D | -27.7% | -4.2% | -23.6% | -24.4% |
| 30D | -38.2% | -5.8% | -32.4% | -34.0% |
| 3M | -41.5% | -5.2% | -36.3% | -37.8% |
| 6M | -41.8% | +0.1% | -41.9% | -41.2% |
| YTD | -28.4% | +8.2% | -36.6% | -32.9% |
| 1Y | -41.5% | +10.1% | -51.6% | -46.1% |
| 3Y | -4.8% | +69.7% | -74.4% | -42.1% |
| 5Y | +13.3% | +53.4% | -40.1% | -23.9% |
| 10Y | +215.1% | +219.2% | -4.1% | -2.0% |
| All | +1,601.3% | +345.0% | +1,256.3% | +334.4% |
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