-25.4%
AURA vs VT
+76.6%
-102.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.1% | -2.0% |
| 7D | -0.9% | +1.0% | -2.0% | -2.3% |
| 30D | -7.9% | -0.2% | -7.6% | -7.8% |
| 3M | +13.6% | +4.5% | +9.0% | +5.9% |
| 6M | +31.4% | +14.1% | +17.4% | +6.7% |
| YTD | +35.0% | +14.8% | +20.3% | +8.6% |
| 1Y | +13.8% | +21.2% | -7.4% | -15.3% |
| 3Y | -25.4% | +76.6% | -101.9% | -78.0% |
| All | -25.4% | +76.6% | -102.0% | -78.0% |
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