-26.6%
AOUT price history and return analytics
+53.2%
-79.8%
-74.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -4.1% | +0.3% | +0.5% |
| 7D | -6.0% | -4.2% | -1.8% | -1.8% |
| 30D | +7.2% | -5.8% | +13.0% | +13.9% |
| 3M | +37.2% | -5.2% | +42.5% | +45.0% |
| 6M | +77.7% | +0.1% | +77.5% | +76.9% |
| YTD | +123.2% | +8.2% | +114.9% | +105.6% |
| 1Y | +151.8% | +10.1% | +141.7% | +128.0% |
| 3Y | +93.2% | +69.7% | +23.5% | +18.3% |
| 5Y | -26.6% | +53.4% | -79.9% | -50.7% |
| All | -26.6% | +53.2% | -79.8% | -50.7% |
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