+685.3%
AU vs VO
+40.2%
+645.1%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.6% |
| 7D | -7.0% | -2.5% | -4.5% | -5.3% |
| 30D | +7.3% | -3.2% | +10.5% | +9.9% |
| 3M | +33.2% | +3.9% | +29.3% | +30.0% |
| 6M | -0.6% | +9.6% | -10.3% | -5.8% |
| YTD | +26.2% | +11.6% | +14.6% | +18.7% |
| 1Y | +68.3% | +12.6% | +55.6% | +57.7% |
| 3Y | +592.1% | +55.4% | +536.7% | +435.5% |
| 5Y | +685.3% | +41.8% | +643.4% | +482.9% |
| All | +685.3% | +40.2% | +645.1% | +482.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling