-100.0%
AYTU vs VOO
+807.8%
-907.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.5% | -2.7% | -2.7% |
| 7D | -7.0% | -0.4% | -6.7% | -6.6% |
| 30D | -10.9% | -1.4% | -9.5% | -9.6% |
| 3M | -7.8% | +3.7% | -11.5% | -11.5% |
| 6M | -18.8% | +13.0% | -31.8% | -29.2% |
| YTD | -18.5% | +12.4% | -30.9% | -28.5% |
| 1Y | -9.0% | +18.6% | -27.6% | -24.8% |
| 3Y | +28.5% | +78.1% | -49.6% | -33.8% |
| 5Y | -96.8% | +82.3% | -179.1% | -98.4% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +807.8% | -907.8% | -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 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