-27.4%
AOSL vs VT
+69.4%
-96.7%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.7% | -4.1% | -8.6% | -0.4% |
| 7D | -25.2% | -4.2% | -21.0% | -14.5% |
| 30D | -38.3% | -5.8% | -32.5% | -25.1% |
| 3M | -43.2% | -5.2% | -38.0% | -32.1% |
| 6M | -57.8% | +0.1% | -57.9% | -54.1% |
| YTD | -6.7% | +8.2% | -14.9% | -17.9% |
| 1Y | -31.8% | +10.1% | -41.9% | -42.5% |
| All | -27.4% | +69.4% | -96.7% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling