+53.3%
ASO vs VT
+59.7%
-6.4%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.7% | +9.5% | +8.8% |
| 7D | +15.4% | -0.3% | +15.7% | +16.1% |
| 30D | +30.2% | -1.4% | +31.7% | +32.9% |
| 3M | +39.4% | -1.4% | +40.8% | +41.8% |
| 6M | +31.5% | +5.5% | +26.1% | +20.7% |
| YTD | +36.7% | +12.8% | +23.9% | +12.9% |
| 1Y | +48.8% | +15.4% | +33.4% | +18.6% |
| 3Y | +42.6% | +76.9% | -34.3% | -38.5% |
| All | +53.3% | +59.7% | -6.4% | -17.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling