+108.3%
V vs AU
+381.3%
-273.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.5% | +2.8% | +1.3% |
| 7D | +0.9% | -7.2% | +8.1% | +1.1% |
| 30D | +9.0% | -2.9% | +11.8% | +9.0% |
| 3M | +16.7% | -8.7% | +25.4% | +16.9% |
| 6M | +33.4% | -14.1% | +47.6% | +33.7% |
| YTD | +22.4% | +4.8% | +17.6% | +21.3% |
| 1Y | +27.7% | +11.9% | +15.8% | +26.2% |
| 3Y | +78.0% | +513.8% | -435.8% | +60.8% |
| All | +108.3% | +381.3% | -273.0% | +74.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling