+134.8%
AORT vs VT
+374.2%
-239.4%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | 0.0% | -0.2% | -0.2% |
| 7D | -4.5% | +0.4% | -4.9% | -5.0% |
| 30D | -2.3% | +1.0% | -3.3% | -3.4% |
| 3M | +22.7% | +2.4% | +20.3% | +18.8% |
| 6M | -33.6% | +12.0% | -45.6% | -42.2% |
| YTD | -43.9% | +15.3% | -59.3% | -53.0% |
| 1Y | -41.9% | +22.6% | -64.5% | -54.6% |
| 3Y | +46.9% | +74.7% | -27.8% | -23.1% |
| 5Y | -0.8% | +66.1% | -66.9% | -44.1% |
| 10Y | +57.5% | +225.0% | -167.5% | -57.9% |
| All | +134.8% | +374.2% | -239.4% | -62.2% |
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 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