+1,503.3%
AOS price history and return analytics
+345.0%
+1,158.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.1% | +3.3% | +3.1% |
| 7D | +5.5% | -4.2% | +9.7% | +9.7% |
| 30D | +17.7% | -5.8% | +23.5% | +24.2% |
| 3M | +6.0% | -5.2% | +11.2% | +11.3% |
| 6M | +14.4% | +0.1% | +14.3% | +14.0% |
| YTD | +1.8% | +8.2% | -6.4% | -5.9% |
| 1Y | +3.1% | +10.1% | -7.0% | -6.3% |
| 3Y | -1.3% | +69.7% | -71.0% | -40.9% |
| 5Y | -5.5% | +53.4% | -58.9% | -37.7% |
| 10Y | +77.0% | +219.2% | -142.2% | -42.8% |
| All | +1,503.3% | +345.0% | +1,158.4% | +297.4% |
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