+342.1%
AUDC vs VOO
+812.0%
-469.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.5% |
| 7D | -0.5% | +0.5% | -1.0% | -1.1% |
| 30D | +2.1% | -0.9% | +3.0% | +3.2% |
| 3M | +3.9% | +3.9% | 0.0% | -0.5% |
| 6M | +25.9% | +14.5% | +11.4% | +8.3% |
| YTD | +19.5% | +13.0% | +6.6% | +4.6% |
| 1Y | +7.2% | +19.4% | -12.2% | -11.6% |
| 3Y | +12.4% | +78.9% | -66.4% | -39.9% |
| 5Y | -64.5% | +82.3% | -146.8% | -81.5% |
| 10Y | +116.8% | +314.2% | -197.5% | -58.8% |
| All | +342.1% | +812.0% | -469.9% | -75.5% |
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