+523.1%
AU vs VT
+74.5%
+448.6%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.6% | -4.2% | -4.0% |
| 7D | -1.1% | +2.9% | -4.0% | -4.7% |
| 30D | -4.4% | -2.5% | -1.9% | -0.9% |
| 3M | -10.0% | -3.3% | -6.6% | -5.4% |
| 6M | -14.5% | +1.5% | -16.0% | -14.7% |
| YTD | +6.4% | +11.4% | -5.0% | -3.1% |
| 1Y | +7.7% | +11.9% | -4.2% | -2.2% |
| All | +523.1% | +74.5% | +448.6% | +192.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling