+678.6%
AU vs VOO
+82.8%
+595.8%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.1% |
| 7D | -4.3% | -0.8% | -3.5% | -3.7% |
| 30D | +7.3% | -1.1% | +8.4% | +8.1% |
| 3M | +26.3% | +3.9% | +22.4% | +23.4% |
| 6M | +1.8% | +13.6% | -11.9% | -5.2% |
| YTD | +26.8% | +12.7% | +14.1% | +18.8% |
| 1Y | +66.7% | +17.6% | +49.1% | +53.0% |
| 3Y | +579.1% | +77.3% | +501.7% | +397.5% |
| All | +678.6% | +82.8% | +595.8% | +427.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling