-73.5%
AUST price history and return analytics
+85.7%
-159.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.6% | -4.3% | -4.2% |
| 7D | 0.0% | -0.1% | +0.1% | +0.2% |
| 30D | -9.4% | -0.7% | -8.7% | -8.5% |
| 3M | -7.2% | +4.0% | -11.2% | -10.6% |
| 6M | -28.4% | +12.3% | -40.7% | -35.8% |
| YTD | -21.6% | +14.0% | -35.6% | -30.0% |
| 1Y | -37.0% | +20.3% | -57.3% | -46.0% |
| 3Y | +38.1% | +75.4% | -37.3% | -10.9% |
| All | -73.5% | +85.7% | -159.1% | -83.7% |
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