-100.0%
AYTU vs VOO
+325.3%
-425.3%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.8% | -3.8% | -3.9% |
| 7D | -10.0% | -0.8% | -9.2% | -9.2% |
| 30D | -15.7% | -1.1% | -14.6% | -14.7% |
| 3M | -9.1% | +3.9% | -13.0% | -12.8% |
| 6M | -23.5% | +13.6% | -37.1% | -33.7% |
| YTD | -23.5% | +12.7% | -36.2% | -33.1% |
| 1Y | -13.5% | +17.6% | -31.1% | -27.8% |
| 3Y | +17.8% | +77.3% | -59.6% | -39.4% |
| 5Y | -97.0% | +84.1% | -181.1% | -98.5% |
| All | -100.0% | +325.3% | -425.3% | -100.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling