-92.9%
AUID vs VT
+13.3%
-106.1%
-93.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.1% | +4.7% | +4.4% |
| 7D | -24.1% | -0.7% | -23.4% | -23.1% |
| 30D | -44.3% | -1.7% | -42.5% | -42.9% |
| 3M | -68.5% | -2.3% | -66.2% | -67.4% |
| 6M | -85.0% | +1.5% | -86.5% | -85.0% |
| YTD | -79.4% | +12.0% | -91.5% | -83.0% |
| 1Y | -92.9% | +12.9% | -105.8% | -94.2% |
| All | -92.9% | +13.3% | -106.1% | -94.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling