+34.8%
AOSL vs VOO
+78.8%
-44.0%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -2.1% |
| 7D | +27.7% | -0.6% | +28.3% | +31.6% |
| 30D | +1.5% | -3.6% | +5.1% | +15.4% |
| 3M | -18.2% | -2.7% | -15.4% | -9.4% |
| 6M | -25.4% | +2.2% | -27.6% | -25.1% |
| YTD | +42.8% | +10.9% | +31.9% | +17.9% |
| 1Y | +42.0% | +11.3% | +30.6% | +16.2% |
| 3Y | +34.8% | +76.9% | -42.1% | -56.5% |
| All | +34.8% | +78.8% | -44.0% | -56.5% |
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