-49.4%
AUST vs VT
+10.5%
-59.9%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.1% |
| 7D | +5.6% | -2.3% | +7.9% | +10.4% |
| 30D | -19.4% | -5.0% | -14.4% | -9.3% |
| 3M | -35.2% | -4.9% | -30.4% | -27.4% |
| 6M | -41.9% | -1.5% | -40.4% | -39.7% |
| YTD | -46.6% | +8.5% | -55.1% | -55.6% |
| 1Y | -49.4% | +11.4% | -60.7% | -60.4% |
| All | -49.4% | +10.5% | -59.9% | -60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling