+442.8%
ASO vs VT
+121.5%
+321.3%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +1.7% | +9.5% | +8.9% |
| 7D | +15.4% | -0.3% | +15.7% | +16.1% |
| 30D | +30.2% | -1.4% | +31.7% | +32.8% |
| 3M | +39.4% | -1.4% | +40.8% | +41.7% |
| 6M | +31.5% | +5.5% | +26.1% | +21.2% |
| YTD | +36.7% | +12.8% | +23.9% | +14.0% |
| 1Y | +48.8% | +15.4% | +33.4% | +20.1% |
| 3Y | +42.6% | +76.9% | -34.3% | -35.0% |
| 5Y | +51.7% | +60.4% | -8.7% | -21.0% |
| All | +442.8% | +121.5% | +321.3% | +133.3% |
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