+14.8%
VOO vs AUR
-17.4%
+32.2%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.1% | +2.1% |
| 7D | -0.7% | -19.8% | +19.1% | +1.4% |
| 30D | -1.1% | -29.0% | +28.0% | +2.3% |
| 3M | -0.3% | -43.6% | +43.2% | +5.2% |
| 6M | +7.4% | -36.6% | +44.0% | +11.1% |
| YTD | +13.4% | +6.3% | +7.1% | +9.7% |
| 1Y | +14.8% | -9.0% | +23.8% | +12.6% |
| All | +14.8% | -17.4% | +32.2% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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