+152.0%
AOSL vs VOO
+795.4%
-643.4%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -2.5% |
| 7D | +27.7% | -0.6% | +28.3% | +30.3% |
| 30D | +1.5% | -3.6% | +5.1% | +9.5% |
| 3M | -18.2% | -2.7% | -15.4% | -12.9% |
| 6M | -25.4% | +2.2% | -27.6% | -24.5% |
| YTD | +42.8% | +10.9% | +31.9% | +29.4% |
| 1Y | +42.0% | +11.3% | +30.6% | +28.1% |
| 3Y | +34.8% | +76.9% | -42.1% | -30.4% |
| 5Y | -33.6% | +73.5% | -107.1% | -62.0% |
| 10Y | +41.0% | +307.7% | -266.6% | -67.0% |
| All | +152.0% | +795.4% | -643.4% | -77.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling