+1,515.4%
AOS vs VT
+363.9%
+1,151.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.7% | +3.4% | +3.5% |
| 7D | +10.9% | -0.3% | +11.2% | +11.2% |
| 30D | +18.4% | -1.4% | +19.9% | +20.0% |
| 3M | +6.5% | -1.4% | +7.9% | +7.8% |
| 6M | +15.3% | +5.5% | +9.9% | +9.5% |
| YTD | +2.6% | +12.8% | -10.3% | -8.7% |
| 1Y | +5.3% | +15.4% | -10.1% | -8.4% |
| 3Y | -0.6% | +76.9% | -77.4% | -42.7% |
| 5Y | -5.2% | +60.4% | -65.6% | -40.0% |
| 10Y | +78.3% | +232.8% | -154.5% | -44.5% |
| All | +1,515.4% | +363.9% | +1,151.5% | +285.5% |
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