+11.3%
AOUT vs VT
+110.2%
-98.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.3% | +0.5% |
| 7D | -6.0% | -4.2% | -1.8% | -1.8% |
| 30D | +7.2% | -5.8% | +13.0% | +14.0% |
| 3M | +37.2% | -5.2% | +42.5% | +45.2% |
| 6M | +77.7% | +0.1% | +77.5% | +76.8% |
| YTD | +123.2% | +8.2% | +114.9% | +105.2% |
| 1Y | +151.8% | +10.1% | +141.7% | +127.6% |
| 3Y | +93.2% | +69.7% | +23.5% | +15.4% |
| 5Y | -26.6% | +53.4% | -79.9% | -49.9% |
| All | +11.3% | +110.2% | -98.9% | -47.3% |
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