+68.5%
VG vs AU
+6.3%
+62.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -1.4% |
| 7D | +14.0% | -7.2% | +21.2% | +11.3% |
| 30D | -1.0% | -2.9% | +1.9% | -0.7% |
| 3M | -2.7% | -8.7% | +6.0% | -3.4% |
| 6M | +1.5% | -14.1% | +15.6% | +1.2% |
| YTD | +93.7% | +4.8% | +88.9% | +94.8% |
| 1Y | +68.5% | +11.9% | +56.7% | +65.8% |
| All | +68.5% | +6.3% | +62.2% | +65.8% |
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