AOM: how its history is extended
A constant mix of the lab's sleeve chains at the fund's target allocation — 40% equity (US 60 / developed 32 / emerging 8 within equity) and 60% US bonds — rebalanced monthly, less a 0.15%/yr expense ratio. Each sleeve is itself an ETF←mutual-fund backfill. Spliced to the real fund's returns from its first trading day.
Kind
Synthetic
Extended from
1999-08-19
Through
2026-09-08
Sources
AOM → VTI → VTSMX → VEA → VTMGX → VWO → VEIEX → BND → VBMFX
Validation at each junction
| Real series | Stands in before it | Real data from | Overlap (years) | Monthly correlation | Return gap (pp/yr) | Gate |
|---|---|---|---|---|---|---|
| AOM | AOM (synthetic) | 2008-11-11 | 17.75 | 0.9914 | -0.106 | pass (bars: corr ≥ 0.9, |gap| ≤ 1.0pp) |
Constants: expense ratio 0.15%/yr ; target weights US 24.0%, INTL 12.8%, EM 3.2%, BONDS 60.0%, rebalanced monthly .
Synthetic against the real fund over their overlap, growth of $10,000
Figures on this page are computed from the data store when the page renders; the gate is re-checked every time an extension is used. Method: the lab's tracking standard, lab.data.chains.