-45.4%
AUNA vs VT
+52.1%
-97.6%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | +1.7% | +1.0% | +0.7% | +1.2% |
| 30D | -1.5% | -0.2% | -1.3% | -1.4% |
| 3M | +15.9% | +4.5% | +11.4% | +12.9% |
| 6M | +8.5% | +14.1% | -5.6% | +0.5% |
| YTD | +6.5% | +14.8% | -8.3% | -1.4% |
| 1Y | -17.5% | +21.2% | -38.7% | -25.4% |
| All | -45.4% | +52.1% | -97.6% | -57.6% |
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