-9.6%
AOSL vs VOO
+82.3%
-91.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.6% | +1.8% | +2.6% |
| 7D | +7.9% | +0.5% | +7.4% | +6.4% |
| 30D | -29.3% | -0.9% | -28.4% | -27.8% |
| 3M | -42.3% | +3.9% | -46.2% | -46.2% |
| 6M | +28.4% | +14.5% | +13.9% | -1.3% |
| YTD | +28.8% | +13.0% | +15.8% | +2.0% |
| 1Y | -10.7% | +19.4% | -30.1% | -36.4% |
| 3Y | -13.2% | +78.9% | -92.1% | -71.4% |
| 5Y | -9.6% | +82.3% | -91.9% | -64.9% |
| All | -9.6% | +82.3% | -91.9% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling