-89.6%
AUID price history and return analytics
+23.3%
-113.0%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -17.8% | +0.4% | -18.2% | -18.3% |
| 30D | -44.5% | +1.0% | -45.5% | -45.3% |
| 3M | -68.9% | +2.4% | -71.3% | -69.7% |
| 6M | -76.2% | +12.0% | -88.2% | -79.0% |
| YTD | -53.8% | +15.3% | -69.1% | -62.3% |
| 1Y | -89.6% | +22.6% | -112.2% | -91.6% |
| All | -89.6% | +23.3% | -113.0% | -91.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling