+361.4%
AAON price history and return analytics
+229.8%
+131.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.9% | +3.4% | +3.3% |
| 7D | +0.5% | -1.1% | +1.6% | +1.8% |
| 30D | -6.3% | -1.0% | -5.3% | -5.1% |
| 3M | -37.9% | +3.2% | -41.0% | -39.6% |
| 6M | -12.5% | +12.5% | -25.0% | -21.8% |
| YTD | +5.0% | +14.1% | -9.1% | -7.2% |
| 1Y | -2.8% | +18.9% | -21.7% | -17.3% |
| 3Y | +24.9% | +74.1% | -49.2% | -24.9% |
| 5Y | +88.7% | +66.9% | +21.8% | +17.8% |
| All | +361.4% | +229.8% | +131.6% | +53.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling