+1,347.9%
AOS price history and return analytics
+374.2%
+973.8%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | +0.2% | +0.4% | -0.3% | -0.2% |
| 30D | -4.3% | +1.0% | -5.2% | -5.1% |
| 3M | +6.7% | +2.4% | +4.3% | +4.3% |
| 6M | -16.6% | +12.0% | -28.6% | -25.1% |
| YTD | -8.1% | +15.3% | -23.4% | -19.8% |
| 1Y | -14.9% | +22.6% | -37.5% | -30.0% |
| 3Y | -12.9% | +74.7% | -87.6% | -49.1% |
| 5Y | -9.3% | +66.1% | -75.4% | -44.3% |
| 10Y | +48.3% | +225.0% | -176.7% | -52.7% |
| All | +1,347.9% | +374.2% | +973.8% | +238.8% |
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 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