+287.2%
AUMI vs VT
+67.1%
+220.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.9% | -2.7% |
| 7D | -6.5% | -2.0% | -4.5% | -4.2% |
| 30D | +4.8% | -1.4% | +6.2% | +6.8% |
| 3M | +33.4% | +4.7% | +28.7% | +27.2% |
| 6M | -9.6% | +11.4% | -20.9% | -18.2% |
| YTD | +7.7% | +13.1% | -5.4% | -3.4% |
| 1Y | +37.0% | +19.0% | +18.0% | +18.2% |
| All | +287.2% | +67.1% | +220.1% | +121.7% |
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