+234.5%
AAAU vs VT
+150.6%
+83.9%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.4% |
| 7D | -1.9% | -0.7% | -1.2% | -1.8% |
| 30D | -4.4% | -1.7% | -2.7% | -4.1% |
| 3M | -8.9% | -2.3% | -6.6% | -8.5% |
| 6M | -15.9% | +1.5% | -17.4% | -16.0% |
| YTD | -7.7% | +12.0% | -19.8% | -9.2% |
| 1Y | -3.7% | +12.9% | -16.5% | -5.3% |
| 3Y | +104.7% | +74.9% | +29.8% | +90.9% |
| 5Y | +112.0% | +59.9% | +52.1% | +97.8% |
| All | +234.5% | +150.6% | +83.9% | +193.7% |
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 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