-13.5%
AYTU price history and return analytics
+19.6%
-33.1%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.6% |
| 7D | -10.0% | -1.1% | -8.8% | -9.2% |
| 30D | -15.7% | -1.0% | -14.7% | -15.0% |
| 3M | -9.1% | +3.2% | -12.3% | -11.3% |
| 6M | -23.5% | +12.5% | -35.9% | -31.2% |
| YTD | -23.5% | +14.1% | -37.5% | -33.0% |
| 1Y | -13.5% | +18.9% | -32.4% | -30.0% |
| All | -13.5% | +19.6% | -33.1% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 1y: compounded portfolio wealth divided by compounded VT 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…
1y analysis · Full analysis span regression · 6 months rolling