-70.2%
AAOX vs VEU
+15.1%
-85.3%
-92.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -1.3% | -7.2% | -0.7% |
| 7D | +5.4% | -1.9% | +7.3% | +19.3% |
| 30D | -47.7% | -0.7% | -47.0% | -43.0% |
| 3M | -78.6% | +4.9% | -83.5% | -78.8% |
| All | -70.2% | +15.1% | -85.3% | -75.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 5y: compounded portfolio wealth divided by compounded VEU 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…
5y analysis · Full analysis span regression · Available span rolling