-9.0%
AUR vs VO
+16.3%
-25.3%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.3% | -6.7% |
| 7D | -19.8% | +1.0% | -20.8% | -22.4% |
| 30D | -29.0% | +2.6% | -31.7% | -34.1% |
| 3M | -43.6% | -0.3% | -43.3% | -42.8% |
| 6M | -36.6% | +7.6% | -44.2% | -46.7% |
| YTD | +6.3% | +14.7% | -8.5% | -23.2% |
| 1Y | -9.0% | +16.4% | -25.5% | -36.1% |
| All | -9.0% | +16.3% | -25.3% | -36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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