+233.9%
AAUC price history and return analytics
+45.4%
+188.5%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +1.1% |
| 7D | -3.2% | -0.1% | -3.1% | -3.0% |
| 30D | +3.5% | -0.7% | +4.1% | +4.4% |
| 3M | -9.8% | +4.0% | -13.8% | -12.6% |
| 6M | -26.9% | +12.3% | -39.2% | -34.1% |
| YTD | +0.5% | +14.0% | -13.5% | -11.0% |
| 1Y | +52.1% | +20.3% | +31.7% | +28.2% |
| All | +233.9% | +45.4% | +188.5% | +124.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling