+52.0%
V vs AU
+604.2%
-552.1%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -1.0% | -0.3% |
| 7D | -2.9% | +0.6% | -3.6% | -2.9% |
| 30D | +1.9% | +12.3% | -10.4% | +1.7% |
| 3M | +13.2% | +29.4% | -16.1% | +12.9% |
| 6M | +16.7% | +3.2% | +13.5% | +16.8% |
| YTD | +5.4% | +31.8% | -26.4% | +4.6% |
| 1Y | +7.7% | +83.4% | -75.7% | +5.9% |
| All | +52.0% | +604.2% | -552.1% | +44.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling