+142.4%
AOSL vs VOO
+800.4%
-658.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.9% | -0.4% | -10.5% | -10.3% |
| 7D | +15.2% | +2.6% | +12.6% | +11.6% |
| 30D | +15.9% | -2.0% | +17.9% | +21.8% |
| 3M | -11.2% | -2.8% | -8.4% | -5.0% |
| 6M | -34.6% | +2.2% | -36.8% | -33.7% |
| YTD | +37.3% | +11.5% | +25.8% | +23.6% |
| 1Y | +44.4% | +13.5% | +30.9% | +26.9% |
| 3Y | +29.8% | +78.1% | -48.3% | -33.6% |
| 5Y | -40.4% | +73.1% | -113.5% | -65.8% |
| 10Y | +29.5% | +310.7% | -281.2% | -70.0% |
| All | +142.4% | +800.4% | -658.0% | -78.9% |
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