+139.6%
AAAU vs VT
+63.7%
+75.9%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.9% | -1.5% |
| 7D | -3.4% | -2.0% | -1.4% | -2.8% |
| 30D | -1.1% | -1.4% | +0.3% | -0.7% |
| 3M | +5.9% | +4.7% | +1.2% | +4.7% |
| 6M | -16.9% | +11.4% | -28.2% | -18.9% |
| YTD | +0.2% | +13.1% | -12.9% | -2.4% |
| 1Y | +18.6% | +19.0% | -0.5% | +14.5% |
| 3Y | +124.1% | +73.9% | +50.1% | +103.1% |
| 5Y | +139.6% | +65.4% | +74.2% | +110.9% |
| All | +139.6% | +63.7% | +75.9% | +110.9% |
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