+374.9%
V vs AU
+694.8%
-319.9%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.2% | +0.1% |
| 7D | -3.0% | -7.0% | +3.9% | -2.8% |
| 30D | +1.2% | +7.3% | -6.1% | +0.9% |
| 3M | +13.9% | +33.2% | -19.3% | +12.5% |
| 6M | +17.2% | -0.6% | +17.9% | +16.9% |
| YTD | +5.3% | +26.2% | -20.8% | +3.7% |
| 1Y | +9.5% | +68.3% | -58.8% | +6.2% |
| 3Y | +51.9% | +592.1% | -540.2% | +36.6% |
| 5Y | +69.6% | +685.3% | -615.7% | +49.7% |
| All | +374.9% | +694.8% | -319.9% | +339.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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