-92.1%
AAOX vs VIG
+19.8%
-111.9%
-97.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.0% | +2.1% | -17.1% | -22.2% |
| 7D | -50.3% | +2.7% | -53.0% | -55.6% |
| 30D | -79.8% | +7.0% | -86.8% | -85.1% |
| 3M | -85.9% | +4.0% | -89.9% | -88.6% |
| 6M | -95.7% | +12.3% | -107.9% | -97.4% |
| All | -92.1% | +19.8% | -111.9% | -96.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling