-5.5%
AOS vs VT
+53.2%
-58.7%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.3% | +2.9% |
| 7D | +5.5% | -4.2% | +9.7% | +9.5% |
| 30D | +17.7% | -5.8% | +23.5% | +23.9% |
| 3M | +6.0% | -5.2% | +11.2% | +11.1% |
| 6M | +14.4% | +0.1% | +14.3% | +14.0% |
| YTD | +1.8% | +8.2% | -6.4% | -5.8% |
| 1Y | +3.1% | +10.1% | -7.0% | -6.1% |
| 3Y | -1.3% | +69.7% | -71.0% | -41.3% |
| 5Y | -5.5% | +53.4% | -58.9% | -39.2% |
| All | -5.5% | +53.2% | -58.7% | -39.2% |
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 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