+84.0%
AUR vs VT
+77.9%
+6.2%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.4% |
| 7D | +8.7% | +0.4% | +8.3% | +7.7% |
| 30D | -5.2% | +1.0% | -6.2% | -7.1% |
| 3M | -7.3% | +2.4% | -9.7% | -11.9% |
| 6M | +41.2% | +12.0% | +29.2% | +6.3% |
| YTD | +65.1% | +15.3% | +49.8% | +15.1% |
| 1Y | +13.4% | +22.6% | -9.2% | -33.1% |
| All | +84.0% | +77.9% | +6.2% | -60.8% |
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