+148.8%
AOD vs VT
+345.0%
-196.2%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.1% | +0.9% | +0.5% |
| 7D | -2.7% | -4.2% | +1.4% | +1.0% |
| 30D | -1.8% | -5.8% | +4.0% | +3.6% |
| 3M | -3.7% | -5.2% | +1.6% | +1.0% |
| 6M | +2.8% | +0.1% | +2.7% | +2.5% |
| YTD | +12.6% | +8.2% | +4.3% | +4.8% |
| 1Y | +18.5% | +10.1% | +8.4% | +8.6% |
| 3Y | +86.1% | +69.7% | +16.4% | +15.4% |
| 5Y | +64.9% | +53.4% | +11.5% | +11.6% |
| 10Y | +254.4% | +219.2% | +35.2% | +24.0% |
| All | +148.8% | +345.0% | -196.2% | -28.4% |
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