+575.6%
AU vs VO
+54.6%
+520.9%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.4% |
| 7D | -7.0% | -2.5% | -4.5% | -4.6% |
| 30D | +7.3% | -3.2% | +10.5% | +10.9% |
| 3M | +33.2% | +3.9% | +29.3% | +28.6% |
| 6M | -0.6% | +9.6% | -10.3% | -7.7% |
| YTD | +26.2% | +11.6% | +14.6% | +16.1% |
| 1Y | +68.3% | +12.6% | +55.6% | +54.1% |
| All | +575.6% | +54.6% | +520.9% | +360.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling