+435.9%
AUB vs VOO
+800.4%
-364.5%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.2% |
| 7D | +1.1% | +2.6% | -1.4% | -1.7% |
| 30D | +6.2% | -2.0% | +8.2% | +8.3% |
| 3M | -6.7% | -2.8% | -4.0% | -4.2% |
| 6M | +11.1% | +2.2% | +8.9% | +7.7% |
| YTD | +15.9% | +11.5% | +4.4% | +1.8% |
| 1Y | +26.4% | +13.5% | +12.9% | +8.9% |
| 3Y | +46.4% | +78.1% | -31.7% | -22.8% |
| 5Y | +30.3% | +73.1% | -42.9% | -29.6% |
| 10Y | +69.3% | +310.7% | -241.4% | -65.8% |
| All | +435.9% | +800.4% | -364.5% | -71.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling