+95.3%
VOO vs AUR
-36.7%
+132.0%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.6% | +2.0% | -0.4% |
| 7D | -2.0% | +0.2% | -2.1% | -2.0% |
| 30D | -1.7% | -8.9% | +7.3% | -1.1% |
| 3M | +4.7% | +4.6% | +0.1% | +4.0% |
| 6M | +12.6% | +44.9% | -32.3% | +8.2% |
| YTD | +11.8% | +64.8% | -53.1% | +6.0% |
| 1Y | +17.5% | +16.4% | +1.2% | +14.3% |
| 3Y | +77.0% | +85.1% | -8.1% | +56.3% |
| 5Y | +82.6% | -36.1% | +118.7% | +59.2% |
| All | +95.3% | -36.7% | +132.0% | +70.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling