-94.8%
AAOX vs VT
+11.2%
-106.0%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.6% | +0.2% | +12.3% | +10.6% |
| 7D | -52.9% | -2.3% | -50.6% | -37.7% |
| 30D | -86.9% | -5.0% | -82.0% | -75.4% |
| 3M | -89.6% | -4.9% | -84.8% | -79.5% |
| 6M | -97.3% | -1.5% | -95.8% | -94.5% |
| All | -94.8% | +11.2% | -106.0% | -93.3% |
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