+15.4%
IVV vs AAOX
-93.5%
+108.9%
-5.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -14.9% | +14.5% | 0.0% |
| 7D | -0.6% | -48.3% | +47.7% | +0.7% |
| 30D | -3.7% | -84.3% | +80.7% | -0.3% |
| 3M | -2.7% | -91.4% | +88.7% | +1.2% |
| 6M | +2.2% | -96.3% | +98.6% | +6.1% |
| All | +15.4% | -93.5% | +108.9% | +18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOX.
Daily Out/Under-Performance
Portfolio return minus AAOX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOX 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 AAOX 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