+15.8%
VG vs AU
+80.8%
-65.0%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +4.0% |
| 7D | +3.8% | +0.6% | +3.2% | +4.0% |
| 30D | +7.2% | +12.3% | -5.1% | +10.9% |
| 3M | +22.8% | +29.4% | -6.6% | +33.3% |
| 6M | +33.2% | +3.2% | +30.0% | +43.1% |
| YTD | +124.8% | +31.8% | +93.0% | +131.9% |
| 1Y | +15.8% | +83.4% | -67.6% | +14.1% |
| All | +15.8% | +80.8% | -65.0% | +14.1% |
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 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