-57.7%
AUST price history and return analytics
+13.3%
-71.0%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -4.9% | -1.6% | -3.3% | -1.2% |
| 30D | -26.1% | -2.5% | -23.6% | -20.8% |
| 3M | -28.9% | -1.3% | -27.6% | -26.2% |
| 6M | -47.3% | +3.1% | -50.4% | -50.9% |
| YTD | -50.5% | +10.9% | -61.5% | -61.0% |
| All | -57.7% | +13.3% | -71.0% | -68.5% |
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 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