+132.6%
AORT vs VT
+345.0%
-212.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -4.1% | -0.2% | +0.2% |
| 7D | +8.1% | -4.2% | +12.2% | +13.5% |
| 30D | +16.0% | -5.8% | +21.8% | +23.9% |
| 3M | -3.2% | -5.2% | +2.0% | +2.6% |
| 6M | -29.5% | +0.1% | -29.6% | -30.5% |
| YTD | -44.5% | +8.2% | -52.7% | -50.1% |
| 1Y | -45.5% | +10.1% | -55.7% | -52.0% |
| 3Y | +78.0% | +69.7% | +8.3% | -4.0% |
| 5Y | +14.2% | +53.4% | -39.2% | -29.8% |
| 10Y | +54.0% | +219.2% | -165.2% | -58.1% |
| All | +132.6% | +345.0% | -212.4% | -59.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling