-70.6%
AUDC price history and return analytics
+58.5%
-129.2%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -0.6% | +5.7% | +5.8% |
| 7D | +19.0% | +2.9% | +16.1% | +15.3% |
| 30D | -20.7% | -2.5% | -18.2% | -18.6% |
| 3M | -8.1% | -3.3% | -4.8% | -4.7% |
| 6M | +9.5% | +1.5% | +8.0% | +7.3% |
| YTD | +9.4% | +11.4% | -1.9% | -4.5% |
| 1Y | -2.2% | +11.9% | -14.1% | -15.1% |
| 3Y | +3.9% | +73.9% | -70.0% | -45.9% |
| 5Y | -70.6% | +57.9% | -128.5% | -83.1% |
| All | -70.6% | +58.5% | -129.2% | -83.1% |
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 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