+17.3%
AORT vs VT
+223.7%
-206.4%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.6% | -0.5% | -0.6% |
| 7D | -12.5% | +0.4% | -12.8% | -12.7% |
| 30D | -2.9% | -2.6% | -0.3% | -0.2% |
| 3M | -23.9% | -3.2% | -20.7% | -21.3% |
| 6M | -18.8% | +0.9% | -19.7% | -20.2% |
| YTD | -54.7% | +11.3% | -66.1% | -60.5% |
| 1Y | -54.0% | +14.0% | -68.0% | -60.9% |
| 3Y | +54.6% | +75.8% | -21.2% | -20.0% |
| 5Y | -5.4% | +57.8% | -63.2% | -44.2% |
| 10Y | +17.3% | +219.8% | -202.5% | -67.2% |
| All | +17.3% | +223.7% | -206.4% | -67.2% |
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