+212.3%
AOM price history and return analytics
+625.1%
-412.8%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.2% | -0.4% |
| 7D | -1.3% | -2.0% | +0.7% | -0.6% |
| 30D | -1.2% | -1.4% | +0.2% | -0.7% |
| 3M | +1.3% | +4.7% | -3.4% | -0.4% |
| 6M | +3.5% | +11.4% | -7.8% | -0.6% |
| YTD | +4.6% | +13.1% | -8.5% | -0.1% |
| 1Y | +7.6% | +19.0% | -11.4% | +0.8% |
| 3Y | +35.6% | +73.9% | -38.4% | +10.5% |
| 5Y | +23.7% | +65.4% | -41.7% | +1.8% |
| 10Y | +78.6% | +225.4% | -146.8% | +15.6% |
| All | +212.3% | +625.1% | -412.8% | +56.7% |
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 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