+124.6%
AOSL vs VOO
+817.1%
-692.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.4% | +3.7% |
| 7D | +2.3% | +0.1% | +2.2% | +2.1% |
| 30D | -22.6% | +0.1% | -22.6% | -22.6% |
| 3M | -49.9% | +2.0% | -51.9% | -50.3% |
| 6M | +23.4% | +13.0% | +10.4% | +6.4% |
| YTD | +27.2% | +13.6% | +13.6% | +8.9% |
| 1Y | -9.8% | +20.1% | -29.9% | -27.9% |
| 3Y | -20.5% | +77.6% | -98.1% | -60.1% |
| 5Y | -12.9% | +82.4% | -95.3% | -54.3% |
| 10Y | +16.7% | +316.8% | -300.1% | -74.1% |
| All | +124.6% | +817.1% | -692.5% | -81.4% |
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