+114.9%
AOR vs VT
+215.5%
-100.7%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | -1.2% | -2.3% | +1.1% | +0.2% |
| 30D | -2.0% | -5.0% | +3.0% | +1.0% |
| 3M | -3.4% | -4.9% | +1.5% | -0.5% |
| 6M | -1.4% | -1.5% | +0.1% | -0.6% |
| YTD | +4.9% | +8.5% | -3.6% | -0.3% |
| 1Y | +6.7% | +11.4% | -4.7% | -0.2% |
| 3Y | +46.4% | +70.1% | -23.7% | +5.9% |
| 5Y | +31.5% | +53.7% | -22.2% | +0.1% |
| All | +114.9% | +215.5% | -100.7% | +7.6% |
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 · 6 months rolling