+744.8%
AU vs VT
+215.5%
+529.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +0.2% | +4.8% | +4.9% |
| 7D | +16.5% | -2.3% | +18.9% | +18.3% |
| 30D | +3.3% | -5.0% | +8.2% | +6.8% |
| 3M | +6.8% | -4.9% | +11.7% | +10.6% |
| 6M | -3.9% | -1.5% | -2.4% | -2.0% |
| YTD | +12.9% | +8.5% | +4.4% | +9.8% |
| 1Y | +43.5% | +11.4% | +32.1% | +37.8% |
| 3Y | +445.5% | +70.1% | +375.5% | +326.5% |
| 5Y | +469.0% | +53.7% | +415.2% | +352.8% |
| All | +744.8% | +215.5% | +529.3% | +331.2% |
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