+169.4%
AOTG vs VT
+102.0%
+67.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | +0.5% |
| 7D | +4.0% | +1.0% | +3.0% | +2.4% |
| 30D | +4.7% | -0.2% | +4.9% | +5.2% |
| 3M | +7.3% | +4.5% | +2.8% | +0.4% |
| 6M | +32.7% | +14.1% | +18.6% | +8.4% |
| YTD | +19.0% | +14.8% | +4.2% | -3.7% |
| 1Y | +26.7% | +21.2% | +5.5% | -5.8% |
| 3Y | +115.4% | +76.6% | +38.8% | -12.5% |
| All | +169.4% | +102.0% | +67.4% | -11.7% |
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