-13.2%
AOSL vs VOO
+79.1%
-92.3%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.7% |
| 7D | +7.9% | +0.5% | +7.4% | +6.2% |
| 30D | -29.3% | -0.9% | -28.4% | -27.6% |
| 3M | -42.3% | +3.9% | -46.2% | -46.8% |
| 6M | +28.4% | +14.5% | +13.9% | -4.4% |
| YTD | +28.8% | +13.0% | +15.8% | -1.0% |
| 1Y | -10.7% | +19.4% | -30.1% | -39.1% |
| 3Y | -13.2% | +78.9% | -92.1% | -70.7% |
| All | -13.2% | +79.1% | -92.3% | -70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling