+9.0%
AAOZ vs VT
-1.2%
+10.2%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.8% | -0.5% | +15.3% | +9.6% |
| 7D | +48.3% | -0.1% | +48.5% | +50.6% |
| 30D | +237.6% | -3.1% | +240.6% | +159.0% |
| 3M | +202.3% | -3.5% | +205.8% | +113.6% |
| All | +9.0% | -1.2% | +10.2% | +62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · Available span rolling