-92.5%
AUTL price history and return analytics
+153.2%
-245.7%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.9% | -5.0% | -5.2% |
| 7D | -16.1% | -1.1% | -15.0% | -14.9% |
| 30D | -11.3% | -1.0% | -10.3% | -10.2% |
| 3M | +20.5% | +3.2% | +17.4% | +16.0% |
| 6M | +20.5% | +12.5% | +8.0% | +5.3% |
| YTD | -5.5% | +14.1% | -19.6% | -18.7% |
| 1Y | +31.5% | +18.9% | +12.6% | +8.5% |
| 3Y | -38.4% | +74.1% | -112.4% | -66.4% |
| 5Y | -72.4% | +66.9% | -139.3% | -84.1% |
| All | -92.5% | +153.2% | -245.7% | -97.3% |
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 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