-95.1%
AUTL price history and return analytics
+148.7%
-243.8%
-97.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +1.1% | -7.6% | -7.8% |
| 7D | -10.5% | -0.7% | -9.8% | -9.6% |
| 30D | -29.0% | -1.7% | -27.3% | -27.4% |
| 3M | -47.0% | -2.3% | -44.7% | -45.4% |
| 6M | -21.8% | +1.5% | -23.4% | -23.1% |
| YTD | -37.9% | +12.0% | -50.0% | -45.4% |
| 1Y | -17.7% | +12.9% | -30.5% | -28.0% |
| 3Y | -64.0% | +74.9% | -138.9% | -80.6% |
| 5Y | -81.7% | +59.9% | -141.6% | -89.0% |
| All | -95.1% | +148.7% | -243.8% | -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 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