-100.0%
AYTU vs VT
+222.7%
-322.7%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.4% |
| 7D | -1.1% | +2.9% | -4.0% | -4.5% |
| 30D | -10.1% | -2.5% | -7.5% | -7.5% |
| 3M | -24.2% | -3.3% | -20.8% | -21.3% |
| 6M | -22.2% | +1.5% | -23.7% | -24.2% |
| YTD | -31.2% | +11.4% | -42.5% | -40.2% |
| 1Y | -13.1% | +11.9% | -25.0% | -25.0% |
| 3Y | -38.5% | +73.9% | -112.4% | -69.3% |
| 5Y | -96.4% | +57.9% | -154.3% | -97.9% |
| All | -100.0% | +222.7% | -322.7% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling