-66.7%
AUDC vs VOO
+80.3%
-147.0%
-79.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -6.5% |
| 7D | -9.6% | -2.0% | -7.6% | -7.6% |
| 30D | -7.4% | -1.7% | -5.7% | -5.6% |
| 3M | -1.9% | +4.7% | -6.7% | -6.8% |
| 6M | +15.5% | +12.6% | +3.0% | +1.6% |
| YTD | +8.6% | +11.8% | -3.2% | -3.6% |
| 1Y | -5.2% | +17.5% | -22.8% | -20.3% |
| 3Y | +2.1% | +77.0% | -74.8% | -44.3% |
| 5Y | -66.7% | +82.6% | -149.3% | -82.4% |
| All | -66.7% | +80.3% | -147.0% | -82.4% |
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