+66.7%
AU vs VO
+13.3%
+53.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -1.1% |
| 7D | -4.3% | -1.5% | -2.7% | -1.2% |
| 30D | +7.3% | -3.0% | +10.3% | +14.2% |
| 3M | +26.3% | +2.8% | +23.5% | +19.0% |
| 6M | +1.8% | +10.9% | -9.2% | -15.7% |
| YTD | +26.8% | +12.5% | +14.4% | +3.9% |
| 1Y | +66.7% | +12.0% | +54.7% | +36.8% |
| All | +66.7% | +13.3% | +53.4% | +36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling