+36.1%
AUB price history and return analytics
+65.7%
-29.6%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.0% |
| 7D | -2.6% | -0.1% | -2.5% | -2.5% |
| 30D | -5.1% | -0.7% | -4.4% | -4.4% |
| 3M | +3.3% | +4.0% | -0.7% | -1.4% |
| 6M | +14.6% | +12.3% | +2.3% | +0.2% |
| YTD | +15.2% | +14.0% | +1.1% | -1.1% |
| 1Y | +17.1% | +20.3% | -3.2% | -5.3% |
| 3Y | +52.3% | +75.4% | -23.1% | -16.2% |
| 5Y | +36.1% | +66.0% | -29.8% | -21.5% |
| All | +36.1% | +65.7% | -29.6% | -21.5% |
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