-35.1%
AUR price history and return analytics
+65.7%
-100.8%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | -0.7% |
| 7D | +1.4% | -1.1% | +2.5% | +4.3% |
| 30D | -6.4% | -1.0% | -5.4% | -3.4% |
| 3M | +7.7% | +3.2% | +4.6% | +1.0% |
| 6M | +44.5% | +12.5% | +32.0% | +10.2% |
| YTD | +67.4% | +14.1% | +53.4% | +24.0% |
| 1Y | +15.4% | +18.9% | -3.5% | -22.5% |
| 3Y | +94.8% | +74.1% | +20.8% | -42.7% |
| All | -35.1% | +65.7% | -100.8% | -76.3% |
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 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