-100.0%
AUUD vs VOO
+82.8%
-182.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.6% |
| 7D | -1.8% | -0.8% | -1.0% | -1.1% |
| 30D | -11.5% | -1.1% | -10.5% | -10.8% |
| 3M | -28.3% | +3.9% | -32.2% | -31.0% |
| 6M | -84.2% | +13.6% | -97.8% | -86.5% |
| YTD | -86.9% | +12.7% | -99.6% | -88.8% |
| 1Y | -94.3% | +17.6% | -111.9% | -95.3% |
| 3Y | -99.9% | +77.3% | -177.2% | -100.0% |
| All | -100.0% | +82.8% | -182.8% | -100.0% |
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