+51.8%
VG vs AU
+42.5%
+9.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | +8.0% | -15.7% | -5.2% |
| 7D | -16.4% | +0.8% | -17.1% | -15.6% |
| 30D | -10.8% | -7.0% | -3.8% | -11.9% |
| 3M | -6.3% | +8.5% | -14.8% | -1.5% |
| 6M | -12.5% | -1.3% | -11.2% | -9.2% |
| YTD | +76.9% | +6.8% | +70.1% | +76.6% |
| 1Y | +51.8% | +44.6% | +7.2% | +40.4% |
| All | +51.8% | +42.5% | +9.3% | +40.4% |
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