-99.9%
AUID vs VT
+57.5%
-157.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.5% | -6.5% | -6.5% |
| 7D | -33.0% | -0.1% | -32.8% | -32.8% |
| 30D | -51.3% | -3.1% | -48.3% | -50.1% |
| 3M | -72.4% | -3.5% | -68.9% | -71.5% |
| 6M | -86.8% | +0.5% | -87.3% | -86.8% |
| YTD | -80.5% | +10.8% | -91.3% | -82.1% |
| 1Y | -92.8% | +11.9% | -104.7% | -93.4% |
| 3Y | -97.3% | +73.0% | -170.2% | -98.1% |
| 5Y | -99.9% | +58.6% | -158.5% | -99.9% |
| All | -99.9% | +57.5% | -157.4% | -99.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling