+13.1%
VT vs AAOX
-93.5%
+106.5%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -14.9% | +14.4% | 0.0% |
| 7D | -0.1% | -48.3% | +48.1% | +1.3% |
| 30D | -3.1% | -84.3% | +81.3% | +0.9% |
| 3M | -3.5% | -91.4% | +87.9% | +1.0% |
| 6M | +0.5% | -96.3% | +96.8% | +4.8% |
| All | +13.1% | -93.5% | +106.5% | +16.2% |
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 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