-46.6%
VG vs AU
+249.6%
-296.2%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -2.0% | +7.5% | +5.2% |
| 7D | +5.5% | +4.7% | +0.8% | +6.2% |
| 30D | -3.6% | -1.5% | -2.0% | -3.2% |
| 3M | -4.0% | -5.0% | +1.0% | -3.7% |
| 6M | +9.4% | -13.5% | +22.9% | +10.7% |
| YTD | +86.6% | +11.7% | +74.9% | +81.2% |
| 1Y | +69.5% | +21.3% | +48.2% | +61.7% |
| All | -46.6% | +249.6% | -296.2% | -72.1% |
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