-75.7%
AUID vs VOO
+12.4%
-88.2%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.6% | -4.9% | -4.6% |
| 7D | -10.3% | -2.0% | -8.3% | -7.4% |
| 30D | -37.1% | -1.7% | -35.5% | -35.5% |
| 3M | -71.5% | +4.7% | -76.2% | -73.1% |
| 6M | -75.7% | +12.6% | -88.3% | -78.8% |
| All | -75.7% | +12.4% | -88.2% | -78.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling