+135.8%
AUGO vs VOO
+14.7%
+121.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.9% | +1.6% | +11.3% | +8.1% |
| 7D | -11.5% | -0.7% | -10.8% | -8.7% |
| 30D | -15.0% | -1.1% | -13.9% | -11.1% |
| 3M | +26.4% | -0.3% | +26.8% | +30.3% |
| 6M | -9.6% | +7.4% | -17.0% | -22.2% |
| YTD | +47.6% | +13.4% | +34.2% | +9.2% |
| 1Y | +135.8% | +14.8% | +121.0% | +69.8% |
| All | +135.8% | +14.7% | +121.1% | +69.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling