-33.3%
AYTU vs VT
+74.0%
-107.4%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.3% |
| 7D | -2.7% | +2.4% | -5.1% | -4.9% |
| 30D | -8.7% | -1.5% | -7.2% | -7.5% |
| 3M | -22.6% | -4.1% | -18.5% | -19.6% |
| 6M | -20.9% | +0.6% | -21.4% | -21.7% |
| YTD | -31.5% | +11.0% | -42.6% | -38.8% |
| 1Y | -13.6% | +13.3% | -26.9% | -24.4% |
| 3Y | -33.3% | +73.4% | -106.7% | -71.3% |
| All | -33.3% | +74.0% | -107.4% | -71.3% |
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