+25.4%
AYTU price history and return analytics
+74.2%
-48.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.6% | -2.6% | -2.6% |
| 7D | -7.0% | -0.1% | -6.9% | -6.9% |
| 30D | -10.9% | -0.7% | -10.3% | -10.4% |
| 3M | -7.8% | +4.0% | -11.8% | -11.0% |
| 6M | -18.8% | +12.3% | -31.1% | -27.4% |
| YTD | -18.5% | +14.0% | -32.5% | -28.3% |
| 1Y | -9.0% | +20.3% | -29.3% | -24.0% |
| All | +25.4% | +74.2% | -48.7% | -13.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling