+672.3%
AU vs VOO
+325.3%
+347.0%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.2% |
| 7D | -4.3% | -0.8% | -3.5% | -3.9% |
| 30D | +7.3% | -1.1% | +8.4% | +7.8% |
| 3M | +26.3% | +3.9% | +22.4% | +24.5% |
| 6M | +1.8% | +13.6% | -11.9% | -2.6% |
| YTD | +26.8% | +12.7% | +14.1% | +21.8% |
| 1Y | +66.7% | +17.6% | +49.1% | +58.0% |
| 3Y | +579.1% | +77.3% | +501.7% | +460.1% |
| 5Y | +689.3% | +84.1% | +605.2% | +533.8% |
| All | +672.3% | +325.3% | +347.0% | +452.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling