+2,408.8%
AAON price history and return analytics
+356.5%
+2,052.2%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +2.1% |
| 7D | +40.3% | +2.4% | +38.0% | +37.0% |
| 30D | -0.3% | -1.5% | +1.2% | +1.4% |
| 3M | -8.3% | -4.1% | -4.2% | -3.7% |
| 6M | -40.6% | +0.6% | -41.2% | -40.2% |
| YTD | +5.6% | +11.0% | -5.4% | -3.6% |
| 1Y | -15.3% | +13.3% | -28.7% | -24.2% |
| 3Y | +37.7% | +73.4% | -35.6% | -18.1% |
| 5Y | +59.3% | +57.4% | +1.9% | +4.1% |
| 10Y | +297.6% | +221.7% | +75.9% | +22.7% |
| All | +2,408.8% | +356.5% | +2,052.2% | +523.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling