-83.6%
AUST price history and return analytics
+80.8%
-164.4%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.1% |
| 7D | -9.2% | +2.4% | -11.6% | -11.4% |
| 30D | -1.6% | -1.5% | -0.1% | +0.1% |
| 3M | -44.4% | -4.1% | -40.3% | -41.4% |
| 6M | -47.3% | +0.6% | -47.8% | -46.9% |
| YTD | -51.6% | +11.0% | -62.6% | -55.3% |
| 1Y | -53.1% | +13.3% | -66.5% | -57.5% |
| 3Y | +8.6% | +73.4% | -64.8% | -28.5% |
| All | -83.6% | +80.8% | -164.4% | -89.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling