+57.5%
VT vs AU
+381.3%
-323.8%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | +2.4% | -7.2% | +9.6% | +3.2% |
| 30D | -1.5% | -2.9% | +1.4% | -1.3% |
| 3M | -4.1% | -8.7% | +4.5% | -3.5% |
| 6M | +0.6% | -14.1% | +14.7% | +1.4% |
| YTD | +11.0% | +4.8% | +6.2% | +9.0% |
| 1Y | +13.3% | +11.9% | +1.5% | +10.4% |
| 3Y | +73.4% | +513.8% | -440.4% | +37.2% |
| All | +57.5% | +381.3% | -323.8% | +18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 5y: compounded portfolio wealth divided by compounded AU 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…
5y analysis · Full analysis span regression · 6 months rolling