+258.3%
AU vs VO
+821.9%
-563.6%
-90.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.8% |
| 7D | -0.3% | +0.6% | -0.9% | -0.7% |
| 30D | +12.8% | -1.1% | +13.8% | +13.6% |
| 3M | +28.5% | +4.5% | +23.9% | +25.1% |
| 6M | +4.8% | +11.1% | -6.2% | -1.3% |
| YTD | +31.0% | +13.5% | +17.4% | +21.8% |
| 1Y | +81.4% | +14.5% | +66.9% | +68.2% |
| 3Y | +618.4% | +58.1% | +560.3% | +438.6% |
| 5Y | +686.3% | +43.3% | +643.0% | +516.1% |
| 10Y | +664.5% | +193.2% | +471.3% | +238.3% |
| All | +258.3% | +821.9% | -563.6% | -46.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling