-23.4%
VG vs AAOX
-91.5%
+68.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +31.3% | -25.8% | +5.2% |
| 7D | +5.5% | -20.1% | +25.6% | +5.4% |
| 30D | -3.6% | -75.5% | +71.9% | -4.3% |
| 3M | -4.0% | -89.0% | +85.0% | -5.2% |
| 6M | +9.4% | -96.7% | +106.1% | +7.9% |
| All | -23.4% | -91.5% | +68.0% | -22.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling