+133.1%
AOTG vs VT
+95.0%
+38.1%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.3% |
| 7D | -2.3% | -0.1% | -2.2% | -1.9% |
| 30D | -15.3% | -3.1% | -12.2% | -10.5% |
| 3M | -9.2% | -3.5% | -5.7% | -3.3% |
| 6M | -5.0% | +0.5% | -5.5% | -4.5% |
| YTD | +2.9% | +10.8% | -7.9% | -11.3% |
| 1Y | -0.4% | +11.9% | -12.3% | -15.5% |
| 3Y | +92.6% | +73.0% | +19.6% | -19.0% |
| All | +133.1% | +95.0% | +38.1% | -18.7% |
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 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