+100.3%
AUB price history and return analytics
+226.9%
-126.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.9% | +1.1% | +1.2% |
| 7D | -2.8% | -2.0% | -0.8% | -0.6% |
| 30D | -6.0% | -1.4% | -4.6% | -4.5% |
| 3M | +3.1% | +4.7% | -1.6% | -2.6% |
| 6M | +14.0% | +11.4% | +2.7% | 0.0% |
| YTD | +15.4% | +13.1% | +2.4% | -0.6% |
| 1Y | +17.0% | +19.0% | -2.0% | -5.0% |
| 3Y | +52.7% | +73.9% | -21.3% | -18.6% |
| 5Y | +38.4% | +65.4% | -27.0% | -21.9% |
| All | +100.3% | +226.9% | -126.6% | -46.3% |
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 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