-99.5%
AUID vs VOO
+93.9%
-193.4%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.5% | +0.8% | +11.6% | +11.7% |
| 7D | -0.3% | -0.8% | +0.4% | +0.5% |
| 30D | -20.1% | -1.1% | -19.0% | -19.3% |
| 3M | -66.1% | +3.9% | -70.0% | -67.0% |
| 6M | -75.2% | +13.6% | -88.9% | -77.6% |
| YTD | -53.9% | +12.7% | -66.6% | -58.1% |
| 1Y | -87.2% | +17.6% | -104.8% | -88.7% |
| 3Y | -95.7% | +77.3% | -173.0% | -97.1% |
| 5Y | -99.6% | +84.1% | -183.7% | -99.7% |
| All | -99.5% | +93.9% | -193.4% | -99.6% |
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