+21.3%
AYTU vs VOO
+75.9%
-54.6%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -2.8% |
| 7D | -10.5% | -2.0% | -8.5% | -9.0% |
| 30D | -14.6% | -1.7% | -12.9% | -13.4% |
| 3M | -8.5% | +4.7% | -13.2% | -11.8% |
| 6M | -21.2% | +12.6% | -33.7% | -28.5% |
| YTD | -21.2% | +11.8% | -32.9% | -28.0% |
| 1Y | -10.1% | +17.5% | -27.6% | -21.1% |
| All | +21.3% | +75.9% | -54.6% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling