+45.7%
AOUT vs VT
+75.0%
-29.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +44.7% | 0.0% | +44.7% | +44.7% |
| 7D | +39.5% | +0.4% | +39.1% | +38.8% |
| 30D | +15.2% | +1.0% | +14.2% | +13.9% |
| 3M | +45.7% | +2.4% | +43.3% | +41.2% |
| 6M | +61.6% | +12.0% | +49.6% | +40.2% |
| YTD | +87.3% | +15.3% | +72.0% | +57.4% |
| 1Y | +39.2% | +22.6% | +16.6% | +8.8% |
| All | +45.7% | +75.0% | -29.3% | -17.4% |
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