+243.1%
AAUC vs VT
+47.1%
+196.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.7% | -1.7% |
| 7D | +1.1% | +0.4% | +0.7% | +0.7% |
| 30D | +20.0% | +1.0% | +19.0% | +19.1% |
| 3M | -10.4% | +2.4% | -12.8% | -12.1% |
| 6M | -24.9% | +12.0% | -36.9% | -32.1% |
| YTD | +3.2% | +15.3% | -12.1% | -9.7% |
| 1Y | +65.8% | +22.6% | +43.2% | +37.2% |
| All | +243.1% | +47.1% | +196.0% | +127.5% |
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