+99.3%
AOUT vs VT
+73.6%
+25.8%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | +0.4% | -1.6% | +2.0% | +2.4% |
| 30D | +10.5% | -2.5% | +13.0% | +13.8% |
| 3M | +40.5% | -1.3% | +41.8% | +42.6% |
| 6M | +88.1% | +3.1% | +85.0% | +80.3% |
| YTD | +133.6% | +10.9% | +122.7% | +104.6% |
| 1Y | +165.6% | +12.1% | +153.5% | +129.8% |
| All | +99.3% | +73.6% | +25.8% | +0.9% |
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