+6.3%
AORT vs VT
+224.4%
-218.0%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.1% | -2.9% | -3.0% |
| 7D | -24.0% | -0.7% | -23.3% | -23.5% |
| 30D | -7.8% | -1.7% | -6.0% | -6.0% |
| 3M | -29.2% | -2.3% | -26.9% | -27.6% |
| 6M | -15.6% | +1.5% | -17.1% | -17.6% |
| YTD | -55.9% | +12.0% | -68.0% | -61.8% |
| 1Y | -57.1% | +12.9% | -70.0% | -63.1% |
| 3Y | +50.8% | +74.9% | -24.2% | -21.5% |
| 5Y | -3.7% | +59.9% | -63.7% | -44.0% |
| 10Y | +6.3% | +224.6% | -218.3% | -72.3% |
| All | +6.3% | +224.4% | -218.0% | -72.3% |
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 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