+305.4%
AUMI vs VT
+70.5%
+234.9%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -0.2% | +0.4% | -0.6% | -0.6% |
| 30D | +19.5% | +1.0% | +18.5% | +18.3% |
| 3M | +18.5% | +2.4% | +16.1% | +16.0% |
| 6M | -8.4% | +12.0% | -20.4% | -18.1% |
| YTD | +12.7% | +15.3% | -2.6% | -1.3% |
| 1Y | +53.5% | +22.6% | +30.9% | +28.3% |
| All | +305.4% | +70.5% | +234.9% | +126.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling