+15.4%
AUR vs VSH
+119.5%
-104.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.1% | -4.6% | -1.3% |
| 7D | +1.4% | +4.8% | -3.3% | -0.8% |
| 30D | -6.4% | -0.7% | -5.7% | -6.1% |
| 3M | +7.7% | -43.1% | +50.8% | +37.0% |
| 6M | +44.5% | +91.8% | -47.3% | -12.6% |
| YTD | +67.4% | +131.6% | -64.2% | -13.3% |
| 1Y | +15.4% | +118.1% | -102.6% | -36.6% |
| All | +15.4% | +119.5% | -104.1% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VSH.
Daily Out/Under-Performance
Portfolio return minus VSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSH 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 VSH 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