+163.1%
AOD vs VT
+374.2%
-211.0%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -0.6% | +0.4% | -1.1% | -1.0% |
| 30D | +1.9% | +1.0% | +0.9% | +1.0% |
| 3M | +5.6% | +2.4% | +3.3% | +3.3% |
| 6M | +12.3% | +12.0% | +0.3% | +1.4% |
| YTD | +19.1% | +15.3% | +3.7% | +4.7% |
| 1Y | +32.7% | +22.6% | +10.2% | +10.5% |
| 3Y | +88.7% | +74.7% | +14.0% | +14.1% |
| 5Y | +71.7% | +66.1% | +5.5% | +8.1% |
| 10Y | +249.7% | +225.0% | +24.7% | +20.2% |
| All | +163.1% | +374.2% | -211.0% | -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