+796.3%
AU vs VT
+221.8%
+574.5%
-66.3%
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% | -1.3% |
| 7D | -7.2% | +2.4% | -9.6% | -8.5% |
| 30D | -2.9% | -1.5% | -1.4% | -1.8% |
| 3M | -8.7% | -4.1% | -4.5% | -5.9% |
| 6M | -14.1% | +0.6% | -14.7% | -13.6% |
| YTD | +4.8% | +11.0% | -6.2% | +0.5% |
| 1Y | +11.9% | +13.3% | -1.5% | +6.2% |
| 3Y | +513.8% | +73.4% | +440.4% | +374.7% |
| 5Y | +379.3% | +57.4% | +321.8% | +276.4% |
| All | +796.3% | +221.8% | +574.5% | +407.6% |
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