+94.8%
AUR vs VOO
+77.4%
+17.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | -0.7% |
| 7D | +1.4% | -0.8% | +2.2% | +3.5% |
| 30D | -6.4% | -1.1% | -5.3% | -3.3% |
| 3M | +7.7% | +3.9% | +3.8% | -1.2% |
| 6M | +44.5% | +13.6% | +30.9% | +7.0% |
| YTD | +67.4% | +12.7% | +54.7% | +27.5% |
| 1Y | +15.4% | +17.6% | -2.1% | -20.7% |
| 3Y | +94.8% | +77.3% | +17.5% | -52.6% |
| All | +94.8% | +77.4% | +17.4% | -52.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling