+43.6%
AOSL vs VOO
+311.2%
-267.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.5% |
| 7D | +65.2% | +3.3% | +61.9% | +57.4% |
| 30D | +18.1% | -2.7% | +20.7% | +26.6% |
| 3M | -15.8% | -1.7% | -14.1% | -11.3% |
| 6M | -19.1% | +3.1% | -22.2% | -19.3% |
| YTD | +54.1% | +11.9% | +42.2% | +35.4% |
| 1Y | +60.7% | +12.1% | +48.6% | +41.2% |
| 3Y | +45.5% | +78.6% | -33.1% | -32.6% |
| 5Y | -33.1% | +73.8% | -106.9% | -65.3% |
| All | +43.6% | +311.2% | -267.6% | -80.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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