+93.2%
AUSF vs VOO
+82.8%
+10.4%
-14.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.1% |
| 7D | -1.4% | -0.8% | -0.6% | -0.9% |
| 30D | -1.4% | -1.1% | -0.4% | -0.8% |
| 3M | +3.7% | +3.9% | -0.1% | +1.2% |
| 6M | +6.7% | +13.6% | -6.9% | -1.8% |
| YTD | +12.6% | +12.7% | -0.1% | +4.1% |
| 1Y | +12.7% | +17.6% | -4.9% | +1.3% |
| 3Y | +68.7% | +77.3% | -8.6% | +15.7% |
| All | +93.2% | +82.8% | +10.4% | +27.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling