-19.0%
AOUT price history and return analytics
+57.5%
-76.5%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.5% | +2.5% | +2.5% |
| 7D | +3.7% | -0.1% | +3.8% | +3.8% |
| 30D | +13.5% | -3.1% | +16.5% | +17.1% |
| 3M | +46.7% | -3.5% | +50.2% | +52.2% |
| 6M | +99.8% | +0.5% | +99.3% | +98.6% |
| YTD | +142.2% | +10.8% | +131.4% | +117.9% |
| 1Y | +177.7% | +11.9% | +165.8% | +147.4% |
| 3Y | +134.0% | +73.0% | +61.0% | +40.4% |
| 5Y | -19.0% | +58.6% | -77.6% | -46.9% |
| All | -19.0% | +57.5% | -76.5% | -46.9% |
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