-10.7%
AOS price history and return analytics
+59.8%
-70.5%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.8% | -0.6% |
| 7D | -3.7% | -0.7% | -3.0% | -3.2% |
| 30D | +14.8% | -1.7% | +16.6% | +16.4% |
| 3M | +2.1% | -2.3% | +4.4% | +4.1% |
| 6M | +11.7% | +1.5% | +10.2% | +9.9% |
| YTD | -1.2% | +12.0% | -13.2% | -11.4% |
| 1Y | +0.5% | +12.9% | -12.4% | -10.5% |
| 3Y | -5.9% | +74.9% | -80.8% | -45.6% |
| 5Y | -10.7% | +59.9% | -70.7% | -44.9% |
| All | -10.7% | +59.8% | -70.5% | -44.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling