+2,926.4%
V vs AU
+316.7%
+2,609.7%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.3% | +1.4% | -0.8% |
| 7D | -1.7% | -3.6% | +1.9% | -1.5% |
| 30D | +2.0% | +23.9% | -21.9% | +0.4% |
| 3M | +17.4% | +19.1% | -1.7% | +15.7% |
| 6M | +17.5% | -0.2% | +17.7% | +16.8% |
| YTD | +7.6% | +32.5% | -24.9% | +4.5% |
| 1Y | +7.7% | +96.9% | -89.2% | +1.5% |
| 3Y | +54.7% | +614.7% | -560.1% | +30.6% |
| 5Y | +73.0% | +647.7% | -574.7% | +43.3% |
| 10Y | +390.9% | +679.2% | -288.4% | +290.3% |
| All | +2,926.4% | +316.7% | +2,609.7% | +1,917.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling