+200.4%
AAUC vs VT
+41.6%
+158.8%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.3% | -1.2% | -1.2% |
| 7D | -10.5% | +2.4% | -12.8% | -12.6% |
| 30D | +6.9% | -1.5% | +8.4% | +8.2% |
| 3M | -9.7% | -4.1% | -5.5% | -5.5% |
| 6M | -29.9% | +0.6% | -30.5% | -29.8% |
| YTD | -9.6% | +11.0% | -20.7% | -17.8% |
| 1Y | +23.5% | +13.3% | +10.1% | +10.1% |
| All | +200.4% | +41.6% | +158.8% | +107.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling