-96.7%
AUUD vs VT
+11.9%
-108.5%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.6% | +4.3% | +3.6% |
| 7D | -46.7% | +2.9% | -49.5% | -46.0% |
| 30D | -69.8% | -2.5% | -67.3% | -69.2% |
| 3M | -72.0% | -3.3% | -68.7% | -71.6% |
| 6M | -76.3% | +1.5% | -77.8% | -75.3% |
| YTD | -95.9% | +11.4% | -107.2% | -95.4% |
| 1Y | -96.7% | +11.9% | -108.6% | -96.4% |
| All | -96.7% | +11.9% | -108.5% | -96.4% |
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