+75.4%
AORT price history and return analytics
+356.5%
-281.1%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.3% | -1.2% |
| 7D | -5.5% | +2.4% | -7.8% | -7.9% |
| 30D | -11.3% | -1.5% | -9.8% | -9.8% |
| 3M | -32.8% | -4.1% | -28.6% | -29.7% |
| 6M | -14.1% | +0.6% | -14.6% | -15.3% |
| YTD | -58.1% | +11.0% | -69.2% | -63.4% |
| 1Y | -58.1% | +13.3% | -71.5% | -64.3% |
| 3Y | +40.8% | +73.4% | -32.6% | -26.0% |
| 5Y | -5.6% | +57.4% | -63.1% | -43.7% |
| 10Y | +1.1% | +221.7% | -220.6% | -72.8% |
| All | +75.4% | +356.5% | -281.1% | -70.6% |
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 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