+20.5%
AAON price history and return analytics
+74.2%
-53.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -1.9% |
| 7D | +3.3% | -0.1% | +3.5% | +3.7% |
| 30D | -13.6% | -0.7% | -12.9% | -12.5% |
| 3M | -40.5% | +4.0% | -44.5% | -43.8% |
| 6M | -14.5% | +12.3% | -26.7% | -28.4% |
| YTD | +1.3% | +14.0% | -12.7% | -17.0% |
| 1Y | -1.0% | +20.3% | -21.3% | -25.2% |
| All | +20.5% | +74.2% | -53.7% | -44.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling