+470.7%
ASO vs VT
+118.5%
+352.2%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.6% | +3.2% | +2.3% |
| 7D | +15.1% | +0.4% | +14.7% | +14.5% |
| 30D | +33.1% | -2.6% | +35.7% | +37.6% |
| 3M | +48.3% | -3.2% | +51.6% | +54.4% |
| 6M | +32.3% | +0.9% | +31.4% | +29.3% |
| YTD | +43.7% | +11.3% | +32.4% | +21.9% |
| 1Y | +57.3% | +14.0% | +43.3% | +28.8% |
| 3Y | +61.6% | +75.8% | -14.2% | -26.0% |
| 5Y | +56.5% | +57.8% | -1.3% | -16.9% |
| All | +470.7% | +118.5% | +352.2% | +149.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling