+678.6%
AU price history and return analytics
+65.7%
+613.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.9% | -0.4% | -0.4% |
| 7D | -4.3% | -1.1% | -3.2% | -3.2% |
| 30D | +7.3% | -1.0% | +8.3% | +8.5% |
| 3M | +26.3% | +3.2% | +23.2% | +23.0% |
| 6M | +1.8% | +12.5% | -10.7% | -7.1% |
| YTD | +26.8% | +14.1% | +12.8% | +14.9% |
| 1Y | +66.7% | +18.9% | +47.8% | +46.7% |
| 3Y | +579.1% | +74.1% | +505.0% | +344.4% |
| All | +678.6% | +65.7% | +613.0% | +367.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling