+126.8%
AOTG vs VT
+90.9%
+35.9%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.2% | +2.6% | +2.5% |
| 7D | -5.4% | -2.3% | -3.1% | -1.6% |
| 30D | -19.3% | -5.0% | -14.3% | -11.9% |
| 3M | -11.5% | -4.9% | -6.6% | -3.5% |
| 6M | -6.5% | -1.5% | -4.9% | -2.9% |
| YTD | +0.1% | +8.5% | -8.3% | -10.7% |
| 1Y | -0.3% | +11.4% | -11.7% | -14.7% |
| 3Y | +91.3% | +70.1% | +21.2% | -17.3% |
| All | +126.8% | +90.9% | +35.9% | -18.2% |
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