-96.1%
AUUD vs VT
+11.9%
-108.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.8% | -0.3% | +16.0% | +15.7% |
| 7D | -25.0% | +2.4% | -27.4% | -24.1% |
| 30D | -65.7% | -1.5% | -64.2% | -64.9% |
| 3M | -64.7% | -4.1% | -60.6% | -64.4% |
| 6M | -73.1% | +0.6% | -73.7% | -72.2% |
| YTD | -95.2% | +11.0% | -106.2% | -94.7% |
| 1Y | -96.1% | +13.3% | -109.5% | -96.0% |
| All | -96.1% | +11.9% | -108.0% | -96.0% |
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 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