+233.7%
AUGO vs VT
+19.7%
+214.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +0.2% | +9.0% | +8.6% |
| 7D | +17.5% | -2.3% | +19.8% | +24.5% |
| 30D | -5.1% | -5.0% | -0.2% | +9.3% |
| 3M | +19.7% | -4.9% | +24.5% | +38.8% |
| 6M | -11.5% | -1.5% | -10.0% | -3.9% |
| YTD | +58.6% | +8.5% | +50.2% | +44.2% |
| 1Y | +141.3% | +11.4% | +129.9% | +113.5% |
| All | +233.7% | +19.7% | +214.0% | +185.7% |
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