+648.8%
AUPH price history and return analytics
+229.8%
+419.1%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -1.0% |
| 7D | +0.1% | -1.1% | +1.2% | +1.2% |
| 30D | +4.2% | -1.0% | +5.2% | +5.1% |
| 3M | +1.6% | +3.2% | -1.6% | -2.1% |
| 6M | +8.7% | +12.5% | -3.8% | -4.0% |
| YTD | +0.9% | +14.1% | -13.1% | -12.3% |
| 1Y | +26.0% | +18.9% | +7.1% | +4.6% |
| 3Y | +65.6% | +74.1% | -8.4% | -7.8% |
| 5Y | -19.1% | +66.9% | -85.9% | -51.7% |
| All | +648.8% | +229.8% | +419.1% | +195.1% |
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 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