-15.8%
AOMR price history and return analytics
+71.9%
-87.7%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.9% | -0.9% | -0.8% |
| 7D | -2.5% | -1.1% | -1.4% | -1.6% |
| 30D | -5.6% | -1.0% | -4.6% | -4.8% |
| 3M | -0.1% | +3.2% | -3.3% | -3.1% |
| 6M | +3.5% | +12.5% | -8.9% | -7.4% |
| YTD | +5.2% | +14.1% | -8.8% | -7.3% |
| 1Y | -4.5% | +18.9% | -23.4% | -19.2% |
| 3Y | +31.0% | +74.1% | -43.1% | -24.2% |
| 5Y | -14.0% | +66.9% | -80.8% | -51.2% |
| All | -15.8% | +71.9% | -87.7% | -53.6% |
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