-99.6%
AUID vs VT
+65.7%
-165.3%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.4% | -0.6% | -9.7% | -9.8% |
| 7D | -7.3% | -0.1% | -7.2% | -7.2% |
| 30D | -38.5% | -0.7% | -37.8% | -38.2% |
| 3M | -67.2% | +4.0% | -71.2% | -68.3% |
| 6M | -75.5% | +12.3% | -87.8% | -77.7% |
| YTD | -56.6% | +14.0% | -70.6% | -61.0% |
| 1Y | -89.4% | +20.3% | -109.7% | -90.8% |
| 3Y | -95.8% | +75.4% | -171.2% | -97.2% |
| 5Y | -99.6% | +66.0% | -165.5% | -99.7% |
| All | -99.6% | +65.7% | -165.3% | -99.7% |
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 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