-38.0%
VG vs AU
+309.8%
-347.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.1% | +3.3% | +2.0% |
| 7D | -2.5% | -0.3% | -2.2% | -2.5% |
| 30D | +11.1% | +12.8% | -1.7% | +12.8% |
| 3M | +14.9% | +28.5% | -13.6% | +18.9% |
| 6M | +18.4% | +4.8% | +13.5% | +22.3% |
| YTD | +116.6% | +31.0% | +85.6% | +112.6% |
| 1Y | +9.4% | +81.4% | -72.1% | -0.2% |
| All | -38.0% | +309.8% | -347.8% | -67.2% |
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 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