-9.2%
AORT vs VT
+53.4%
-62.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -20.2% | +0.2% | -20.4% | -20.5% |
| 7D | -10.5% | -2.3% | -8.2% | -8.2% |
| 30D | -6.5% | -5.0% | -1.5% | -1.4% |
| 3M | -23.9% | -4.9% | -19.1% | -20.0% |
| 6M | -41.8% | -1.5% | -40.3% | -41.6% |
| YTD | -55.7% | +8.5% | -64.2% | -60.4% |
| 1Y | -57.5% | +11.4% | -68.8% | -63.1% |
| 3Y | +45.3% | +70.1% | -24.8% | -26.1% |
| All | -9.2% | +53.4% | -62.6% | -50.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling