+8.7%
V vs AU
+72.0%
-63.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | -1.2% | -4.3% | +3.0% | -1.2% |
| 30D | +3.1% | +7.3% | -4.2% | +3.2% |
| 3M | +16.3% | +26.3% | -10.0% | +16.6% |
| 6M | +20.4% | +1.8% | +18.6% | +20.9% |
| YTD | +6.3% | +26.8% | -20.5% | +5.6% |
| 1Y | +8.7% | +66.7% | -58.0% | +6.2% |
| All | +8.7% | +72.0% | -63.3% | +6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling