-95.3%
AUTL price history and return analytics
+146.5%
-241.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.3% | -1.4% | -1.3% |
| 7D | -8.6% | +2.4% | -10.9% | -11.2% |
| 30D | -30.8% | -1.5% | -29.3% | -29.3% |
| 3M | -47.3% | -4.1% | -43.2% | -44.4% |
| 6M | -31.6% | +0.6% | -32.1% | -31.9% |
| YTD | -41.2% | +11.0% | -52.2% | -47.7% |
| 1Y | -8.6% | +13.3% | -21.9% | -20.5% |
| 3Y | -68.0% | +73.4% | -141.4% | -82.5% |
| 5Y | -83.0% | +57.4% | -140.5% | -89.6% |
| All | -95.3% | +146.5% | -241.8% | -98.2% |
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