-35.7%
AUR vs VO
+50.7%
-86.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | -0.3% |
| 7D | +1.4% | -1.5% | +2.9% | +5.1% |
| 30D | -6.4% | -3.0% | -3.4% | +1.1% |
| 3M | +7.7% | +2.8% | +4.9% | +2.1% |
| 6M | +44.5% | +10.9% | +33.6% | +16.2% |
| YTD | +67.4% | +12.5% | +55.0% | +31.7% |
| 1Y | +15.4% | +12.0% | +3.5% | -7.5% |
| 3Y | +94.8% | +56.3% | +38.6% | -16.1% |
| 5Y | -35.1% | +42.9% | -78.1% | -64.3% |
| All | -35.7% | +50.7% | -86.4% | -64.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling