-42.2%
AORT vs VT
+21.4%
-63.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -7.2% | +1.0% | -8.2% | -7.5% |
| 30D | -7.3% | -0.2% | -7.1% | -7.3% |
| 3M | +23.2% | +4.5% | +18.7% | +21.2% |
| 6M | -32.2% | +14.1% | -46.2% | -36.6% |
| YTD | -44.9% | +14.8% | -59.7% | -49.3% |
| 1Y | -42.2% | +21.2% | -63.3% | -50.9% |
| All | -42.2% | +21.4% | -63.5% | -50.9% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling