+654.8%
AU vs VT
+222.7%
+432.1%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -3.6% | +0.4% | -4.1% | -3.9% |
| 30D | +23.9% | +1.0% | +22.9% | +23.2% |
| 3M | +19.1% | +2.4% | +16.7% | +17.9% |
| 6M | -0.2% | +12.0% | -12.2% | -5.7% |
| YTD | +32.5% | +15.3% | +17.1% | +23.4% |
| 1Y | +96.9% | +22.6% | +74.4% | +78.2% |
| 3Y | +614.7% | +74.7% | +540.1% | +440.7% |
| 5Y | +647.7% | +66.1% | +581.6% | +464.9% |
| All | +654.8% | +222.7% | +432.1% | +282.8% |
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