+149.5%
AOD vs VT
+346.0%
-196.5%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.1% |
| 7D | -0.9% | -2.3% | +1.4% | +1.2% |
| 30D | 0.0% | -5.0% | +4.9% | +4.6% |
| 3M | -3.7% | -4.9% | +1.2% | +0.7% |
| 6M | +1.6% | -1.5% | +3.2% | +2.9% |
| YTD | +12.9% | +8.5% | +4.4% | +4.9% |
| 1Y | +20.9% | +11.4% | +9.5% | +9.7% |
| 3Y | +88.9% | +70.1% | +18.8% | +16.9% |
| 5Y | +65.4% | +53.7% | +11.6% | +11.7% |
| 10Y | +255.5% | +220.0% | +35.6% | +24.1% |
| All | +149.5% | +346.0% | -196.5% | -28.3% |
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