-44.1%
VG vs AU
+232.9%
-277.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -4.8% | +9.5% | +4.1% |
| 7D | +15.1% | -1.1% | +16.2% | +15.0% |
| 30D | -4.2% | -4.4% | +0.2% | -4.2% |
| 3M | -3.1% | -10.0% | +6.9% | -3.5% |
| 6M | +0.3% | -14.5% | +14.8% | +1.0% |
| YTD | +95.5% | +6.4% | +89.1% | +88.6% |
| 1Y | +64.4% | +7.7% | +56.8% | +57.9% |
| All | -44.1% | +232.9% | -277.0% | -70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling