-6.6%
AOS price history and return analytics
+75.6%
-82.2%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.5% |
| 7D | -3.7% | -0.7% | -3.0% | -3.3% |
| 30D | +14.8% | -1.7% | +16.6% | +16.2% |
| 3M | +2.1% | -2.3% | +4.4% | +3.8% |
| 6M | +11.7% | +1.5% | +10.2% | +10.2% |
| YTD | -1.2% | +12.0% | -13.2% | -10.0% |
| 1Y | +0.5% | +12.9% | -12.4% | -9.1% |
| All | -6.6% | +75.6% | -82.2% | -44.8% |
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